News and Commentary
Stay up-to-date and in-the know about every aspect of your financial picture.
January 22, 2023
It’s a common misconception that Social Security is meant to get you through retirement. People have this idea that we work our whole lives to pay into Social Security so that we can enjoy retirement at the ripe age of 65. And that any other investments are merely added fluff, to help you live a more comfortable life. If only that were true. The hard reality is that Social Security only represents approximately 33% of the income the elderly receives. Truth be told, Social Security was never meant to be the sole source of income in retirement. Which is where deferring payments, keeping a part time job, and other investments come in. If you need help figuring out Social Security, and the other 67% you will need to live a comfortable retirement, please don’t hesitate to reach out. It’s our specialty and we are happy to help.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.