Market News



































03/04/2024
03/04/2024
 
 
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.
03/11/2024
03/11/2024
 
 
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.






02/12/2024
02/12/2024
 
 
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead. 
02/19/2024
02/19/2024
 
 
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead. 
02/26/2024
02/26/2024
 
 
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead. 



















































To help you make more informed financial decisions



It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you're ever going to be able to afford long-term care. One solution that is gaining in popularity is long-term care insurance (LTCI).


You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make some smart choices now.




An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a SocialSecurity card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.


Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you'll need to make substantial financial sacrifices to send your child to college. Or maybe your child won't be able to attend the college of his or her choice at all. Before you throw in the towel, though, you and your child should consider steps that can actually lower college costs. Although some of these ideas deviate from the typical four-year college experience, they just might be your child's ticket to college — and your ticket to financial sanity.


Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans.


An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.


You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.


When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.


Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you'll be able to understand how the aid process works and compare the aid awards your child receives.






























March 2023
  • Are you eligible for any of these college-related federal tax benefits?
  • Time for a spring cleanup: organizing your financial records
  • 50 and older? Here's your chance to catch up on retirement saving
February 2023
  • Key retirement and tax numbers for 2023
  • Creating your own operation London bridge
  • Random acts of financial kindness
January 2023
  • Balancing stocks and bonds in one fund
  • Fixed for life: what can an annuity do for you? 
  • Three ways to help simplify your finances