Okay, let’s all take a deep breath

It was a rough fourth quarter of 2018 for the markets. It seems like week after week, the major indexes – like the Dow and S&P 500 – get hammered by volatility. These days, just about every news website you can find is packed with breathless headlines about...

How Do You Celebrate the New Year?

From early Babylonians to present-day Americans, people have been celebrating the beginning of every New Year for almost four thousand years!1 Here are a few ways people celebrate the holiday in the United States:2 61 percent of American adults say a prayer on New...

The Three Key Challenges of Retirement

The Three Key Challenges of Retirement Planning for your retirement can be challenging. It can be scary, and it can be frustrating. I have seen many clients who felt their plan was a disaster waiting to happen. As an advisor, I am here to say that you can handle it....

Social Security Increases Benefits by 2.8% for 2019

The pay raise for Social Security recipients is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.  The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’...

What is Thanksgiving?

Thanksgiving has always been about being thankful for what you have. Even before it was set as an official holiday, it was a centuries-old tradition to have a feast celebrating a good harvest, victory in battle, or some other momentous occasion. The custom of...