How to Maximize your Employee Benefits During Open Enrollment
How to Maximize your Employee Benefits During Open Enrollment Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits usually kicks off around November 1st. Before you plan your Thanksgiving menu,…
Financial News for the Week of October 23, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States Covid-19 infections continued to rise this week, nearing record highs set in July. Concerns regarding this trend weighed on markets, but progress on a new stimulus package helped improve the mood…
Retirement: Strategies for Saving in Your 50s
Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…
Financial News for the Week of October 16, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States Covid-19 infections are surging in much of the world, prompting new restrictions in Europe and dampening market sentiment early in the week. U.S. data painted a clear picture of pandemic life.…
Financial News for the Week of October 9, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States Fiscal policy (or lack thereof) drove much of the news cycle this week. On the same day the Federal Reserve Chair made the case for more fiscal support, President Trump tweeted that negotiations…
Why Should You Start Saving for Retirement Now?
Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…
Financial News for the Week of October 5, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States Following a four-week losing streak, U.S. financial markets regained some gusto, buoyed by optimism on the prospect of a new stimulus package. The labor market continues to mend, albeit at a…
Financial News for the Week of September 25, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States Major U.S. equity markets edged lower this week, extending their losing streak to four weeks. This came alongside an uptick in new COVID-19 cases and growing evidence that the economic recovery…
Estate Planning Actions for the Small Business Owner
ESTATE PLANNING ACTIONS FOR THE SMALL BUSINESS OWNER Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift,…
Financial News for the Week of September 18, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States The Federal Reserve is not likely to increase interest rates until at least end-2023, however, this has not been enough to quench investors’ thirst for more liquidity. Retail sales strengthened…