Posts by Whitney Bond
asset allocation: safe vs. risky investing
401k Rollover Considerations – Does it Make Sense For you?
Written By: Ryan Rinehart Happy Friday! The beginning of the year is always an excellent time to evaluate all your investments, including any current or old 401(k) accounts you have…
Read MoreNavigating “Peak 65”: Challenges and Strategies for a Record-Breaking Retirement Year
Written By: Susannah Orzolek 2024 is poised to be a historic milestone for America’s retirement system, marked by what has been cleverly called “Peak 65.” An average of 11,000 Americans…
Read MoreNavigating the Financial Landscape: What Lower Interest Rates Mean for Your Money
Written By: MARISSA WALDRON, CFP® In the ever-changing world of finance, one of the key indicators that can significantly impact your money is interest rates. Recently, there has been talk…
Read MoreHow Are Stocks Really Performing?
Written By: Alex Hammersley, CPA For as long as the stock market has been around, there has been no shortage of shakeups. It seems like once a month, there is…
Read MoreNew Year, Great Retirement
Written By: Ryan Rinehart It’s officially 2024, and whether or not you’re someone who likes to participate in New Year’s resolutions, I always think the beginning of the new year…
Read MoreIs It Too Late to Make a Move for 2023?
Written By: Alex Hammersley, CPA As year-end quickly approaches, we could find ourselves in a pinch to make last-minute financial and tax moves. Luckily, there are a few accounts that…
Read MoreDo You Make Estimated Tax Payments?
Written By: Marissa Waldron Or are you expecting to OWE money to the IRS when you file your taxes? If so, read on! Here in the US, we have a…
Read MoreMarket Update as 2023 Comes to an End
Written By: Ryan Rinehart As we approach the conclusion of 2023, I wanted to revisit the blog I shared back in August regarding market downturns and how they often occur,…
Read MoreIRS Updates Coming in 2024
Written By: Matt Jaskolka Fall is fading into Winter and snow is beginning to accumulate in parts of the United States as we look to wrap up 2023 and head…
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