Posts by emily
The Longevity Conundrum: Ensuring Your Retirement Lasts as Long as You Do
Written By: Susannah Orzolek If you live to age 100, will your retirement savings last as long as you do? Most of us like the idea of living a long…
Read MoreElection Years: Historical Trends
Written By: Alex Hammersley, CPA Presidential election years often bring about a mixture of anticipation and uncertainty in the stock market. With shifting political landscapes and policy proposals, investors often…
Read MoreHow Does the Market React to Government Shutdowns?
Written By: Ryan Rinehart Just five months ago we were discussing the possibility of a government shutdown, and unfortunately here we are again, facing another partial shutdown. When shutdowns are…
Read More7 Daily Habits of Thriving Retirees: Embracing the Golden Years
Written By: Marissa Waldron, CFP® Retirement is often seen as a time for relaxation and winding down, but for many, it’s an opportunity for growth, exploration, and continued vitality. Have…
Read MoreMeet the ‘Beatlemania Boomers’: Facing a Looming Retirement Crisis
Written By: Marissa Waldron, CFP® That was TV host Ed Sullivan introducing The Beatles to a live studio audience in the U.S. for the first time.“Beatlemania” hit the U.S. in…
Read MoreRiding the Rollercoaster
Written By: Anna Carlson The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got…
Read MoreAffordable Care Act
Written By: Alex Hammersley, CPA For those under the age of 65, the Affordable Care Act (ACA), also known as “Obamacare,” can result in serious savings on health insurance. For…
Read MoreWhat Are Your Top 3 Investment Goals?
Written By: Anna Carlson What are your top three investment goals? How do you think your goals could change after doing one simple exercise? Any of us can answer that…
Read MoreYear-End Charitable Giving
Written By: Anna Carlson Last year, Americans made individual charitable contributions of more than $319 billion. As Warren Buffett says, in general we’re a “generous society.” If your financial plan…
Read MoreSocial Security Changes in 2024
Written By: Marissa Waldron, CFP® We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…
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