Chess Hands
Answering the Question: Where Do We Go From Here?
Personal Planning12/11/2024

Even as the stock market has continued to recently climb month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut...

Insights Feature Grid
December Insights: Don't Put All Your Eggs...
Perspectives12/09/2024

Don't Put All Your Eggs... Have you ever finished someone else’s sentence in your head only to be surprised by what they actually said?  Newly into my career, I was in Opelika, Alabama to conduct a...

Xmas Pig_square
Don't Let Emotion Drive Last Minute Holiday Spending
Personal Planning12/04/2024

The holidays, especially Christmas, are supposed to be a time of joy and goodwill. But when you're feeling the pressure to give a "significant" gift, not only are you the opposite of joyful, but that...

Annuities Planning Meeting
Tax Planning for Annuities
Wealth Management11/27/2024

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

Insights Feature Grid
November Insights: Are You Well?
Perspectives11/25/2024

Are You Well? Today, most employers have wellness programs. They started largely to give employees an incentive to stop smoking. By quitting smoking, they could save money on health insurance. They...

Student Loan stress
3 Tips for Repaying Student Loans
Financial Wellness11/20/2024

As prices for household goods seem to continue to climb, when student loan payments restart, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

Charts with mag glass
What do Statistics Say about Working Past Retirement Age?
Personal Planning11/13/2024

There are obvious advantages to working past the typical retirement age of 65. First, of course, is money. Making an income and continuing to save while not drawing down your nest egg can have a big...

Insights Feature Grid
November Insights: Was that Necessary?
Perspectives11/08/2024

Was that Necessary? A common retort to anyone raising teenagers or working with a difficult coworker might be, “Was that necessary?” If I were Federal Reserve Chair Jerome Powell, I would be asking...

Young Man at Computer
The Era in Which You Started Saving Affects How You Invest
Wealth Management11/06/2024

In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring...