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Friday, February 2, 2024

2022 and 2023 were tough years on the market. During 2023, you may have heard of the Magnificent 7 which was a group of 7 stocks that generally drove the performance of the market. Meanwhile a lot of the market was generally down so...

Thursday, May 4, 2023

Each May is Older Americans Month, a time to celebrate the wisdom of aging people, recognize their many contributions, and facilitate discussions related to older adults. This year’s observance coincides with the 2023 Retirement...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...