Archive for November 2022

Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…

Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…

Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…