2023 retirement calendar checklist of occurring events is now available.  Click HERE to access the document.

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September 12, 2023

Financial health is the state of an individual's or household's monetary circumstances and the ability to effectively manage available resources. A healthy financial state encompasses adequate savings, manageable debts, and the means...

August 18, 2023

In 2013, I attended a conference at Duke University on Behavioral Finance; the course emphasized how we as human beings are prone to invest emotionally.  When the markets are doing well, we...

June 13, 2023

The fixed income market is essential to the global economy, allowing investors to earn a steady return on which they rely while mitigating the risks ever present in our fluctuating market. The...

May 31, 2023

Retirement planning is a critical aspect of personal finance management, and the government has implemented several laws to aid Americans in saving for their golden years. The Secure Act enacted in 2019...

April 14, 2023

Retirement preparation is a crucial aspect of financial planning, but it can also be a source of stress for many Americans. The thought of saving enough money to live comfortably during their...

March 13, 2023

For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of...

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