Archive for May 2024
Part 2 – Why maintaining a mortgage in retirement might NOT be the best choice for everyone.
Financial Turbulence
Part 1 – Should Retirees consider keeping a Mortgage in Retirement?
Financial Impact
A Mid-Year Checklist
Written By: Carl Carlson As we rapidly approach the middle of the year, I think it’s a great time to slow down for a weekend, grab a couple beers, a…
Read MoreNasdaq Reaches Record High – Nvidia Leads the Way
Written By: Ryan Rinehart Happy Memorial Day weekend! I love heading into a three-day weekend with good news and today’s stock market certainly delivered that. Today the Nasdaq closed at…
Read MoreNavigating Tax Changes: Strategies to Save Before Rates Rise
Written By: Susannah Orzolek The clock is ticking on the 2017 Tax Cuts and Jobs Act, which is set to expire at the end of 2025. As that date approaches,…
Read MoreUnderstanding Supplemental Health Insurance to Medicare
Written By: Alex Hammersley, CPA As we journey through life, one thing becomes abundantly clear – health is wealth. However, the complexities of healthcare systems often leave individuals perplexed and…
Read MoreThe Federal Reserve Decides to Keep Interest Rates High – Are You Taking Advantage?
Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the Fed) decided to hold interest rates steady at about 5.3%, a level we have not seen in two decades. This…
Read More