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Recent Articles

Retirement IN Sight
MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES What Will $50,000 Be Worth in 25 Years? If you are on the verge of retiring, this question is well worth asking. You cannot know what the exact answer will be; you can, however, anticipate that it will be...

2018 Q1 Economic Update
QUARTERLY TIP Heads of household need to prioritize retirement saving over saving for “big ticket” items like a car, a down payment on a home, a college education, or a trip. A Review of Q1 2018 THE QUARTER IN BRIEF Stocks rallied in January, corrected in February,...

Catching Up on Retirement Saving
If you are starting at or near 50, consider these ideas. Provided by Brower Financial Group Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or...

Weekly Economic Update | 3.12.18
Weekly Tip Small business budgeting includes defining your risks. As a first step, detail your monthly, guaranteed income and expenses to help determine your level of liquidity. This may help you recognize potential long-term and short-term risks. FEBRUARY SAW A...

Less SALT for Taxpayers to Subtract
What does the new federal cap on state and local tax deductions mean for you? Provided by Brower Financial Group. Have you routinely itemized your federal tax deductions? In 2018, you may decide to take the standard deduction instead. One possible reason: the new...

It’s Time to Review Your Life Insurance
Life events, changes in career, getting older – life happens and no matter where you are in life, it’s time to review your life insurance.

What Do You Have in Reserve for 2018?
How much does the average American household have in the bank?

The Real Cost of College
Kids headed off to college? Do you know the real cost of college and how to prepare for it?

The Retirement Mindgame
What kind of retirement do you think you’ll have?

Using an IRA Trust
If you want to build true wealth, you will need to develop these money habits.