News & Information

Tremendous Gains Since 2009

Tremendous Gains Since 2009 A look at where stocks were in 2009 and how they have performed since. Provided by Brower Financial Group.  Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York...

read more

Economic Update – January 2020

Monthly Economic Update In this month’s recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance. THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500...

read more

New I.R.S. Contribution Limits for 2020

New I.R.S. Contribution Limits for 20202 The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year, you can put up to $6,000 in any type of IRA....

read more

Establishing Good Credit in College

After you get that first card, how can you manage your FICO score? Provided by Brower Financial Group Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a...

read more

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,...

read more

Economic Update – November 4

In this week’s recap: stock indices again set records, the Fed makes its third rate cut of the year, October’s employment report is a nice surprise, and U.S. and Chinese trade negotiators make some progress. Weekly Economic Update Presented by Brower Financial Group,...

read more

Overlooked Tax Deductions for Small-Business Owners

Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows small-business owners to take some surprising...

read more

A Retirement Fact Sheet

Some specifics about your “second act.”     Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. Some...

read more

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Provided by Brower Financial Group Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the...

read more

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable...

read more

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then,...

read more

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2018.  What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then...

read more