Retirement
You Have More Control than You Think
In these volatile, uncertain times, there doesn’t seem to be much left over which we really have any control. Of course, we want to believe we’re in control of…
Read MoreWill a DC shutdown disrupt your financial future?
With a potential government shutdown looming on Sept. 30, 1 you may be wondering how this could affect your personal finances and retirement planning. SHUTDOWNS — SOME HISTORY Shutdowns…
Read MoreYou Have Options… When It Comes to Your 401(k)
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or…
Read MoreThe Latest Jobs Report — What it Could Mean for Your Financial Future
The latest jobs report has our attention — and for good reason. With job growth for June revised as negative (-13,000 jobs) and another two months of weaker-than-expected gains…
Read MoreWhat the Fed Sees… and Why It Matters
The Fed is sending up a flare: the economy may be softening. In a recent speech, Federal Reserve Chair Jerome Powell signaled that interest rate cuts could be on the…
Read MoreHopes for Fed rate cuts drive markets — Is your retirement plan ready?
As we start the week, the financial landscape is buzzing. Here are four trends I’m watching, with an eye to how they could affect your retirement strategy: Federal Reserve…
Read MoreBreaking it Down: A Shifting Economy & You
The economy made headlines again last week, with slower job growth and a slight uptick in unemployment. Here’s what I’m paying attention to: 1. Job Growth Slows: Nonfarm payrolls…
Read MoreA mixed bag on the economy — and a BIG question for you
The past week packed plenty of headlines: Job numbers missed, markets swung, and new tariffs made waves. Here are the five areas I’m watching: Markets Rebound: After sharp declines at the…
Read MoreNew Tax Law: 7 Big Changes You Should Know About
By now, you’ve surely heard about this from every possible media channel.A sweeping new tax law hit the books a few weeks ago.It’s called the “One Big Beautiful Bill Act,”…
Read MoreThe Bill is Law — What it Means for Your Financial Future
As someone who helps in navigating financial decisions, here’s my timely perspective on the “One Big Beautiful Bill Act,” which has now been signed into law after weeks of debate…
Read More