Blog
May's Bumpy Ride Was Tiresome for All
Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...
Read MoreYour Homework is Late!
Isn’t it the worst when you wake up after you’ve hit the snooze button? Just a few more minutes! If your child is approaching college and you're behind on education savings, it can feel like hitting the snooze button...
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2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
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The Underutilized Benefits of a Health Savings Account
Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...
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A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
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It’s the Perfect Time…
Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...
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Don’t Let a Loved One Become a Statistic
Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...
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Avoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...
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Don’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...
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COVID-19 Stimulus Package - What's Included?
Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...
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Weekly Market Insights: Fed Chair Says No Change For Now
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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Fresh Start and Renewed Focus
As we welcome in 2021, we’d like to wish you and your family a very happy and healthy new year! This year, more than any year before, comes with a fresh start and the hope of things to come.Resolutions are a tradition of the...
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Weekly Market Insights: Cases Rise, Stocks Retreat
Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...
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Medicare Enrollment Dates to Know!
As you plan to incorporate Medicare into your long-term healthcare plan, it’s essential to be aware of the different dates for enrollment. Missing these deadlines can cost you, sometimes permanently, and you could suffer a lapse...
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Protect Yourself From Cyber Crime
The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...
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Declutter and dust off your credit in quarantine
Many of us have been sheltering in place for so long that we forget what day it is (Blursday, anyone?). You might feel helpless being stuck at home so much, but there are ways to make good use of this time and impact your finances in...
Read MoreWeekly Market and Coronavirus Update with Phil Blancato
We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...
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