Posts by Whitney Bond

Written By: Alex Hammersley, CPA What is Property and Casualty Insurance? Property and Casualty (P&C) Insurance is a broad term that covers a range of policies designed to protect you…

Written By: Marissa Waldron, CFP® Transitioning into retirement is a significant life event that comes with its unique set of challenges and opportunities. For the leading edge of Generation-X and…

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…

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,…

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…

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…

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…

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…

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…