Thanksgiving Gratitude We want to take a moment to focus on and celebrate this Thanksgiving season with you. We know it has been a tough year, but we also know that Thanksgiving is a time to count our blessings and express our gratitude. With that being said, we want to extend our deepest appreciation for being […]
November 3, 2020 Planning for Uncertain Times With this week’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, […]
Article courtesy of George Peterson Insurance Agency, 10/20/2020 AS THE TEMPERATURE starts dropping and harsher weather looms in the coming months, now is the time to get your home ready. Taking steps now to protect your home and belongings can help you enter the new season worry-free, and you might save money in the process. […]
The BAM ALLIANCE, 8/4/2020 On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners […]
Connie Brezik with Buckingham Strategic Partners, 2/20/2020 One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful […]
Angela Muckler, Relationship Manager with Buckingham Strategic Partners, 8/27/2020 Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs can […]
Connie Brezik with Buckingham Strategic Partners, 8/27/2020 Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called your asset allocation. The idea behind diversification is that, overall, owning different kinds of investments should earn you […]
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, with Buckingham Strategic Partners 8/4/2020 For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For others, who perhaps are lucky enough to […]
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