News & Information

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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Monthly Economic Update: October 2022

Monthly Economic Update: October 2022

In this month’s recap: Stocks dropped as rising bond yields, and recession fears pushed investors to the sidelines. Monthly Economic Update Presented by Brower Financial Group, October 2022 U.S. Markets Stocks trended lower in September as investors retreated in the...

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End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2022. Provided by Brower Financial Group What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one...

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