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End of year Financial Checklist
|
Stacy Bush |
December 10, 2024 |
|
How Much Inheritance Should I Leave?
|
Aaron Taylor |
November 19, 2024 |
|
Tax Changes in 2025
|
Stacy Bush |
November 12, 2024 |
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Building Retirement Savings that Last for Life
|
Aaron Taylor |
October 29, 2024 |
|
End of Year Portfolio Check Ups
|
Stacy Bush |
October 15, 2024 |
|
Impact of Helene on the Stock Market
|
Kent Patrick |
October 08, 2024 |
|
Important Reasons to Have a Will
|
Kent Patrick |
September 03, 2024 |
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Steps on Improving your Credit Score
|
Aaron Taylor |
August 27, 2024 |
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What to do with Your Money if You're Worried About the Market
|
Stacy Bush |
August 20, 2024 |
|
5 Tips for Creating Retirement Income
|
Kent Patrick |
August 13, 2024 |
|
Tips for Buying a Home
|
Aaron Taylor |
July 30, 2024 |
|
Signs That It's Time To Leave Your Advisor
|
Kent Patrick |
July 23, 2024 |
|
Investing Golden Rules
|
Stacy Bush |
July 16, 2024 |
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How to Talk About Long Term Care
|
Aaron Taylor |
July 09, 2024 |
|
401L Rates at an All Time High and Financial Freedom
|
Kent Patrick |
July 02, 2024 |
|
Making Sure Your Beneficiaries Are Up To Day
|
Stacy Bush |
June 25, 2024 |
|
Are You Skimping on Your 401k?
|
Aaron Taylor |
June 18, 2024 |
|
Wealthy Taxpayers are Prime Targets for Scammers
|
Kent Patrick |
June 04, 2024 |
|
Things you should know about 529 Plans
|
Aaron Taylor |
May 21, 2024 |
|
Inheriting an IRA
|
Kent Patrick |
May 07, 2024 |
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Building a Financial Future with your Spouse
|
Aaron Taylor |
April 30, 2024 |
|
3 Common Investing Mistakes
|
Aaron Taylor |
April 16, 2024 |
|
Retirement Investment Scam Red Flags
|
Kent Patrick |
April 02, 2024 |
|
Investing During Election Years
|
Kent Patrick |
March 19, 2024 |
|
Ways to Spend a Large Sum of Money that Falls in your Lap
|
Stacy Bush |
February 27, 2024 |
|
Three BIG Changes for Tax Season 2024
|
Aaron Taylor |
February 13, 2024 |
|
RMD-Required Minimum Distributions
|
Kent Patrick |
February 06, 2024 |
|
Managing Money in Your Senior Years: When It's Time to Let Someone Else Do It
|
Stacy Bush |
January 30, 2024 |
|
Things You Need to Know Regarding 401K Tax Deductions
|
Aaron Taylor |
January 23, 2024 |
|
The Importance of Diversifying Investments Over the Long-Term
|
Kent Patrick |
January 16, 2024 |
|
Are Higher Interest Rates Here to Stay
|
Aaron Taylor |
December 12, 2023 |
|
Charlie Munger- Tips for a Successful Work Life
|
Kent Patrick |
December 05, 2023 |
|
Changes to the Secure Act in 2024
|
Stacy Bush |
November 14, 2023 |
|
Year End Financial Tips for 2023
|
Kent Patrick |
November 07, 2023 |
|
Birthdays to Plan for During Retirement
|
Kent Patrick |
October 24, 2023 |
|
The U.S. Dollar and Where it's Heading
|
Kent Patrick |
October 11, 2023 |
|
National Debt Reaching $33 Trillion
|
Kent Patrick |
September 26, 2023 |
|
Pension Payouts
|
Stacy Bush |
September 19, 2023 |
|
Rolling Recessions
|
Stacy Bush |
August 22, 2023 |
|
What Steps Should You Take if You Were to Win the Lotto
|
Kent Patrick |
August 01, 2023 |
|
Financial Independence-Retiring Early
|
Kent Patrick |
July 18, 2023 |
|
Financial Regrets Retirees Have and Ways to Avoid Them
|
Stacy Bush |
July 11, 2023 |
|
Life Expectancy in Retirement
|
Kent Patrick |
June 20, 2023 |
|
Debt Ceiling
|
Stacy Bush |
June 06, 2023 |
|
Tips for Early Retirement
|
Kent Patrick |
May 30, 2023 |
|
If you could time a recession, would stocks beat cash
|
Kent Patrick |
May 16, 2023 |
|
Ways to Become a Better Money Manager
|
Kent Patrick |
May 02, 2023 |
|
Inflation Headlines Continues to Show Signs of Improvement but is that True?
|
Stacy Bush |
April 25, 2023 |
|
Cutting Your Tax Bill and Boosting Your Savings
|
Aaron Taylor |
April 11, 2023 |
|
Tax Moves you can still make for 2022
|
Kent Patrick |
April 04, 2023 |
|
How to be ready for retirement
|
Kent Patrick |
March 28, 2023 |
|
Red Flags that a retirement investment is a scam
|
Aaron Taylor |
March 14, 2023 |
|
Silicon Valley Crisis
|
Stacy Bush |
March 14, 2023 |
|
Ways an Advisor Can Help Manage Your 401K
|
Stacy Bush |
March 07, 2023 |
|
Put Your Money To Work
|
Kent Patrick |
February 28, 2023 |
|
Estate Planning
|
Stacy Bush |
February 21, 2023 |
|
You May Live a Long Time, Make Sure you Don't Run Out of Money
|
Kent Patrick |
February 14, 2023 |
|
Will the Debt Ceiling Impact Investors?
|
Stacy Bush |
January 24, 2023 |
|
How to Prepare Your Portfolio for a Recession
|
Kent Patrick |
January 18, 2023 |
|
401K and IRA Changes to Consider after Congress Revised Retirement Laws
|
Kent Patrick |
January 03, 2023 |
|
How to Invest During Bear Markets and Recessions
|
Stacy Bush |
December 20, 2022 |
|
Holidays and Inflation
|
Kent Patrick |
November 22, 2022 |
|
Ways to Help Retirement Participants Navigate Inflation and Volatility
|
Stacy Bush |
November 08, 2022 |
|
Social Security Announces 8.7% Benefit Increase for 2023
|
Stacy Bush |
October 18, 2022 |
|
Most Common Money Traps to Avoid
|
Kent Patrick |
October 11, 2022 |
|
What Happens to my 401K if My Employer is Sold?
|
Kent Patrick |
October 04, 2022 |
|
Market Volatility September 2022
|
Kent Patrick |
September 27, 2022 |
|
09/22/2022 Market Volatility Conference Call
|
Stacy Bush |
September 22, 2022 |
|
Ways Workers Can Take Advantage of a Down Market
|
Stacy Bush |
August 23, 2022 |
|
Ways the Inflation Reduction Act Could Change Life for Retirees
|
Kent Patrick |
August 16, 2022 |
|
Why Social Security Checks Will Rise
|
Stacy Bush |
August 09, 2022 |
|
Tips on How to Prepare for a Recession, Whether it's Coming or Not
|
Stacy Bush |
August 02, 2022 |
|
How Rising Interest Rates Affect Pension Lump Sum or Annuity Decisions
|
Kent Patrick |
July 19, 2022 |
|
Suddenly alone? Where to turn after losing a spouse.
|
Kent Patrick |
July 12, 2022 |
|
Should I pay off debt or invest?
|
Kent Patrick |
June 28, 2022 |
|
Stock Market Volatility, Recession Worries Return
|
Kent Patrick |
June 21, 2022 |
|
Where is Inflation Heading? Signs to watch for.
|
Stacy Bush |
June 14, 2022 |
|
How Retirees and Retirement Savers Can Navigate the Market Tumult
|
Kent Patrick |
May 31, 2022 |
|
Doom and Gloom…When will it end?
|
Stacy Bush |
May 24, 2022 |
|
When the Levee Breaks, Panic is not a Strategy
|
Stacy Bush |
May 10, 2022 |
|
Recent Market Volatility May 2022
|
Kent Patrick |
May 03, 2022 |
|
How to Stay on Top of Your Retirement Savings
|
Stacy Bush |
April 26, 2022 |
|
Everything Costs More and That is Disrupting Retirement Plans for Many
|
Kent Patrick |
April 12, 2022 |
|
Spooked by market declines? Don’t Panic..S.T.O.P.
|
Kent Patrick |
April 05, 2022 |
|
Retirement Income Challenges You Might Not Expect
|
Kent Patrick |
March 29, 2022 |
|
Market volatility in Retirement, what if you haven’t prepared?
|
Stacy Bush |
March 15, 2022 |
|
4 Tax Smart Moves You Can Still Make
|
Kent Patrick |
March 08, 2022 |
|
The Stock Market is Rattled by the War in Ukraine but that Shouldn’t Change Your Investing Strategy
|
Stacy Bush |
March 01, 2022 |
|
How Does the Stock Market React During War?
|
Kent Patrick |
February 22, 2022 |
|
Tax Filing Tips
|
Stacy Bush |
February 08, 2022 |
|
Recent Market Volatility
|
Kent Patrick |
February 01, 2022 |
|
Financial New Year Resolutions
|
Kent Patrick |
January 18, 2022 |
|
How Can a Non-Working Spouse Plan for Retirement?
|
Stacy Bush |
December 14, 2021 |
|
Tips for Teaching Children About Money
|
Kent Patrick |
December 07, 2021 |
|
Six Steps to Take You to the End of the Year
|
Stacy Bush |
November 30, 2021 |
|
How Gratitude Can Help Your Financial Life
|
Kent Patrick |
November 16, 2021 |
|
What if you haven’t prepared for Market Volatility in retirement?
|
Stacy Bush |
November 09, 2021 |
|
Tips for New Investors
|
Kent Patrick |
November 02, 2021 |
|
IRA planning steps to take before 2021 ends
|
Stacy Bush |
October 26, 2021 |
|
How to Protect Your Portfolio From Inflation
|
Kent Patrick |
October 19, 2021 |
|
Year End Financial Tips
|
Kent Patrick |
October 05, 2021 |
|
Big Tax Changes are Coming and What You Need to Know
|
Stacy Bush |
September 28, 2021 |
|
Market Volatility - When will the bubble burst?
|
Kent Patrick |
September 21, 2021 |
|
5 Way Financial Planning Can Help
|
Stacy Bush |
September 14, 2021 |
|
Social Security Costs Expected to Exceed Total Income in 2021 as Covid-19 Takes Financial Toll
|
Kent Patrick |
September 07, 2021 |
|
Powell Sends Clear Signal on ‘Tapering,’ Cautions Interest Rate Hikes are Still a Long Way Off
|
Stacy Bush |
August 31, 2021 |
|
Strategies to Deal with Potential Capital Gain Tax Increases
|
Kent Patrick |
August 17, 2021 |
|
How Retirees Should Respond to Inflation
|
Kent Patrick |
July 27, 2021 |
|
How to Beat Inflation and Reduce Risk at the Same Time
|
Stacy Bush |
July 20, 2021 |
|
Busting 5 Myths and Misconceptions About Social Security
|
Kent Patrick |
July 13, 2021 |
|
5 Planning Strategies to Use if Biden Repeals Stepped-Up Basis
|
Stacy Bush |
July 06, 2021 |
|
A New Round of Surprise Tax Refunds is Coming. Will You Get One?
|
Kent Patrick |
June 29, 2021 |
|
Ways the Secure Act 2.0 Could Change Retirement Savings
|
Stacy Bush |
June 22, 2021 |
|
Scholarship Winner Nathan Faircloth
|
Kent Patrick |
June 15, 2021 |
|
5 Mistakes Couples Make When Planning for Retirement
|
Kent Patrick |
June 01, 2021 |
|
Tips for Smart Investing
|
Stacy Bush |
May 25, 2021 |
|
The Factors Driving Cryptocurrency and the Challenges Ahead
|
Kent Patrick |
May 18, 2021 |
|
Estate Planning Lessons
|
Stacy Bush |
May 11, 2021 |
|
Watch out for this double whammy on required minimum distributions
|
Kent Patrick |
May 04, 2021 |
|
The Best Investments for Young Adults
|
Kent Patrick |
April 20, 2021 |
|
Will Rising Federal Debt Slow Economic Growth?
|
Stacy Bush |
April 13, 2021 |
|
Investing During Times of Inflation
|
Kent Patrick |
March 30, 2021 |
|
9 ways to help clients live richly instead of dying rich
|
Stacy Bush |
March 16, 2021 |
|
Reasons to Consider a Roth IRA for Kids
|
Kent Patrick |
March 09, 2021 |
|
5 Surprise Retirement Expenses
|
Stacy Bush |
March 02, 2021 |
|
Smart Tax Moves You can Still Make for 2020
|
Stacy Bush |
February 23, 2021 |
|
Conference Call Regarding The Election Results and Your Money!
|
Stacy Bush and Kent Patrick |
January 08, 2021 |
|
Common Mistakes That Could Derail Your Retirement —and How to Avoid Them
|
Stacy Bush |
December 15, 2020 |
|
New Year's Financial Resolutions: Get Your Finances in Shape for 2021
|
Kent Patrick |
December 08, 2020 |
|
6 Ways That Roth IRA’s and Roth 401K’s Are Different
|
Stacy Bush |
December 01, 2020 |
|
3 ways a contested election could play out and what that means for the Markets
|
Kent Patrick |
November 17, 2020 |
|
Fear is in the air but investors could be looking at an historic buying opportunity
|
Stacy Bush |
November 10, 2020 |
|
3 Mistakes Investors Make During the US Election Years
|
Stacy Bush |
October 27, 2020 |
|
Year end portfolio Checkup 6 Tax-Smart Tips
|
Kent Patrick |
October 20, 2020 |
|
Conference Call Regarding The Election and Your Money
|
Stacy Bush and Kent Patrick |
October 14, 2020 |
|
4 Reasons to Stay the Course as Election Approaches
|
Stacy Bush |
October 13, 2020 |
|
The Differences in Trumps and Bidens Tax Plans
|
Kent Patrick |
October 06, 2020 |
|
5 Questions to Ask Before Choosing a Financial Advisor
|
Stacy Bush |
September 29, 2020 |
|
8 Things You Need to Know About Your Inherited IRA
|
Kent Patrick |
September 22, 2020 |
|
The Federal Reserve Raising the Inflation Hurdle
|
Stacy Bush |
September 15, 2020 |
|
IRS Issues Payroll Tax Deferral Guidance Amid Widespread Criticism
|
Stacy Bush |
September 01, 2020 |
|
3 Retirement Income Mistakes to Avoid
|
Kent Patrick |
August 25, 2020 |
|
AIG Unit to pay $40 million to the SEC in referral fees tied to teacher pensions
|
Stacy Bush |
August 18, 2020 |
|
Is there really a coin shortage?”
|
Kent Patrick |
August 11, 2020 |
|
Should You Have More Than One Financial Advisor
|
Kent Patrick |
July 21, 2020 |
|
IRA Contribution Deadline is Almost Here
|
Stacy Bush |
July 14, 2020 |
|
The 30 Best High-Paying Jobs of the Future
|
Kent Patrick |
July 07, 2020 |
|
The Right Strategy for Investors Right Now
|
Stacy Bush |
June 30, 2020 |
|
Trading vs. Investing
|
Kent Patrick |
June 23, 2020 |
|
Should I get out of the market until this calms down? Should I delay my retirement?
|
Kent Patrick |
June 09, 2020 |
|
IRS offers guidance and flexibility for employee benefit plans
|
Stacy Bush |
May 26, 2020 |
|
Thrift Savings Plan Udpate
|
Kent Patrick |
May 19, 2020 |
|
How Covid-19 Has Changed Retirement Planning
|
Stacy Bush |
May 12, 2020 |
|
Covid-19 and Market Update
|
Kent Patrick |
April 21, 2020 |
|
April 9th, 2020 Conference Call
|
Stacy Bush and Kent Patrick |
April 09, 2020 |
|
The CARES Act 2020
|
Stacy Bush and Kent Patrick |
March 31, 2020 |
|
Conference Call Discussing The Threat Of Covid-19 On Our Economy
|
Stacy Bush and Kent Patrick |
March 27, 2020 |
|
Not Making Decisions Based on Emotion
|
Stacy Bush |
March 24, 2020 |
|
Stacy & Kent Discuss the Markets, Coronavirus and more
|
Stacy Bush and Kent Patrick |
March 17, 2020 |
|
Market Volatility Conference Call 03/10/2020
|
Stacy Bush and Kent Patrick |
March 10, 2020 |
|
Coronavirus and more
|
Stacy Bush |
March 10, 2020 |
|
Stock Market Volatility and the Coronavirus
|
Stacy Bush and Kent Patrick |
March 03, 2020 |
|
2020 Market Volatility Conference Call
|
Stacy and Kent |
February 28, 2020 |
|
IRA Rollover Pitfalls when Changing Jobs
|
Stacy Bush |
February 18, 2020 |
|
Social Security Scams to Spot and Avoid
|
Kent Patrick |
February 11, 2020 |
|
How The Stock Market Has Performed During Past Viral Outbreaks
|
Stacy Bush |
January 28, 2020 |
|
Financial Steps to Take When a Loved One Passes
|
Kent Patrick |
January 21, 2020 |
|
The Tension Between The US and Iran: Will it Affect The Stock Market?
|
Stacy Bush |
January 14, 2020 |
|
New Legislation Brings Retirement Changes
|
Kent Patrick |
January 07, 2020 |
|
2019 Taxes - 9 Things to Know Now
|
Kent Patrick |
December 17, 2019 |
|
7 Faulty Planning Assumptions to Avoid
|
Kent Patrick |
December 10, 2019 |
|
New Years Financial Resolutions
|
Kent Patrick |
December 03, 2019 |
|
Why Gratitude is Key for Financial Success
|
Stacy Bush |
November 26, 2019 |
|
Five Ways To Make Giving a Family Affair This Holiday Season
|
Kent Patrick |
November 19, 2019 |
|
Hidden Costs Managing Your Own Money
|
Kent Patrick |
November 12, 2019 |
|
How To Discuss Money with Teenagers
|
Stacy Bush |
November 05, 2019 |
|
Evaluating Your Advisor's Performance
|
Kent Patrick |
October 22, 2019 |
|
Taxes, Fiduciaries and More
|
Stacy Bush |
October 15, 2019 |
|
7 Mistakes to Avoid When Buying Life Insurance
|
Kent Patrick |
September 24, 2019 |
|
Tariffs Manufacturing Recession
|
Kent Patrick |
September 03, 2019 |
|
6 Tips to Manage Volatile Markets
|
Stacy Bush |
August 20, 2019 |
|
What Declining Interest Rates Could Mean for You
|
Kent Patrick |
August 14, 2019 |
|
Four Steps on How To Handle Market Volatility
|
Stacy Bush |
August 06, 2019 |