Archive for May 2024
Financial Turbulence
Part 1 – Should Retirees consider keeping a Mortgage in Retirement?
Financial Impact
Navigating 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…
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