Your 2019 Year End Financial Checklist
They say hindsight is 20/20 but we think taking a moment to plan for the year end and the year ahead can give you some 2020 foresight... pun intended! We get it, it’s holiday time and your focus is probably
Social Security & Inflation
The Social Security Administration announced earlier this month the annual cost of living adjustment (COLA) will be a 1.6% increase. While this raise is lower than last year’s, the increase is tied to the consumer price index (CPI) which means
Third Quarter 2019 Market Review
The stock market had mixed results for the 3rd quarter, while the bond markets and real estate provided above average returns. The continued stories of trade tensions with China and lower interest rates were the major drivers behind the results.