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Market Commentary 12/19/2023
December 19, 2023
The Markets Have rates peaked? Last week, at its final policy meeting for 2023, the United States Federal Reserve indicated ...
Protect Yourself from AI Fraud
October 9, 2023
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial ...
Must-Know Retirement Deadlines
October 9, 2023
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it ...
Are You Prepared for a 30 Year Retirement?
August 29, 2023
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a ...
25 Ways to Make Friends in Retirement
August 29, 2023
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time ...
10 Questions to Ask When Relocating in Retirement
August 2, 2023
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 ...
Mortgage Gimmicks Explained
August 2, 2023
Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is ...
3 Biases That Can Sabotage Your Wealth
June 26, 2023
Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. ...
Market Commentary 01/03/2024