Investment Opportunities Found In 2022
We previously wrote about 2022 being a double whammy for investors as both stocks and bonds posted negative years—something that doesn’t happen often. However, there was one asset class [...]
What Really Happened in 2022?
“Unprecedented” is a buzzword that was thrown around a lot over the past few years. But for the stock and bond markets, these last three years truly were unprecedented. [...]
Will There Be a Recession in 2023?
The start of a new year is supposed to be a time of renewed optimism for the year ahead. Unfortunately, everyone seems to be pessimistic about the US economy. [...]
What Is An Annuity?
After years of saving and accumulating, retirees and pre-retirees goal shifts and it’s now necessary to decide on how to source their retirement income. It’s good to assess the [...]
“Customized” Insurance Can Help Lower What You Pay
"In this world, nothing is certain except death and taxes." - Benjamin Franklin I am pretty sure that if ole Ben was alive today he would add to that [...]
Gifting Money to Family (Is It Taxable?)
It’s giving season! Giving Tuesday is a day set aside to be generous toward the non-profit organizations in our communities. Besides the obvious blessing of giving money to worthy [...]
How Do Capital Gains Work?
The rate of return on investments is important, but have you considered how taxes affect it? Your after-tax return on an investment is the return after you pay the [...]
Going Solar
I am finally doing it. I am getting solar for my house. I have been against solar power systems for homes for many years. I even wrote a blog [...]