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These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Couples Retiring on the Same Page

Couples Retiring on the Same Page

Agreeing about what you want from retirement is crucial. Provided by Brower Financial Group What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security...

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Monthly Economic Update: March 2023

Monthly Economic Update: March 2023

In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation. Monthly Economic Update Presented by Brower Financial Group, March 2023 U.S. Markets Stock prices stumbled in February owing to...

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Monthly Economic Update: February 2023

Monthly Economic Update: February 2023

In this month’s recap: Investors were in a buying mood thanks to moderating inflation, a better-than-feared earnings season, and healthy economic data. Monthly Economic Update Presented by Brower Financial Group, February 2023 U.S. Markets Stocks rallied in January as...

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Managing Probate When Setting Up Your Estate

Managing Probate When Setting Up Your Estate

What can you do to help your heirs? Provided by Brower Financial Group The probate process can be expensive for some estates Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s...

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IRA Deadlines Are Approaching

IRA Deadlines Are Approaching

Here is what you need to know. Provided by Brower Financial Group Financially, many of us associate the spring with taxes – but we should also associate December with important Individual Retirement Account (IRA) deadlines. This year, like 2022, will see a few changes...

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Monthly Economic Update: January 2023

Monthly Economic Update: January 2023

In this month’s recap: Stocks struggled in December on renewed recession fears. Monthly Economic Update Presented by Brower Financial Group, January 2023 U.S. Markets Stocks were under pressure in December on renewed recession fears and concerns that the Fed may keep...

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Monthly Economic Update: December 2022

Monthly Economic Update: December 2022

In this month’s recap: Stocks surge higher as Fed Chair Powell confirms the Fed is prepared to ease up on future interest rate hikes. Monthly Economic Update Presented by Brower Financial Group, December 2022 U.S. Markets Stocks surged higher in November on rising...

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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

Near-record levels. Provided by Brower Financial Group The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....

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Monthly Economic Update: November 2022

Monthly Economic Update: November 2022

In this month’s recap: Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled. Monthly Economic Update Presented by Brower Financial Group, November 2022 U.S. Markets Stocks posted big gains in October,...

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Should We Reconsider What “Retirement” Means?

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. Provided by Brower Financial Group An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT...

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Financial Glossary