In my most recent blog post, I gave a brief overview of the beginnings of Social Security and some factors that affect the decision of when to claim.  The key factors that… Read More

 1. On Wednesday March 16th, the Fed announced its long-expected rate liftoff, hiking by the expected 25bp and lifting the Fed Funds Target Rate lower bound off zero for the first time… Read More

Five Questions About – Inflation, Interest Rates and Investing The Federal Reserve just announced a 50 basis point hike – the second increase since mid-March. The move is designed to slow the… Read More

Personal Identity Theft Cybersecurity can have many implications on consumers and ranking among the top is Identity Theft.  The news covers the big hacks, involving ransomware, millions in damages, and huge numbers… Read More

Have you ever thought about the investment value of your Social Security benefits?  In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter discussed a relatively simple… Read More

We missed meeting with many of you in person, whether as clients or advisors of families we serve during this pandemic.  When the weather was warmer, we were able to hold some… Read More

Looking back to this time last year, we were in the office preparing for in-person meetings, events and presentations. Little did we know what was ahead for us in 2020. What a… Read More

For our purposes, Capital Adequacy is a very simple concept to understand: will I have enough money to meet my lifestyle expenses?  On a smaller scale, you have been doing this math… Read More