Three New Year’s Resolutions for Building Wealth

Here are three easy steps for building your wealth. Resolution No. 1 – Pay off your credit cards There is nothing wrong with credit cards.  However, make sure you completely pay them off each ...

Key Steps for Building Wealth Managing your wealth effectively is crucial for achieving your financial goals, whether it is saving for retirement, buying a home, or funding your children’s ...

Most attorneys will automatically draw up three other important documents for you when writing your will.  But if you write your own will, you may forget these documents, called advance ...

Does a bad market start mean a bad finish? Stocks had one of their worst starts in 2022.  In fact, the S&P 500 has not started this badly in over 50 years, dropping 21% in the first six ...

1.  Prices on many items will go up This is the very definition of inflation.  Inflation occurs when there is an imbalance between supply and demand – too much demand and insufficient supply. ...

How much can you safely withdraw each year from your retirement account?  The 4% Rule How much can you safely withdraw each year from your retirement account?  No one wants to outlive their money ...

October was the worst month since last March, with the S&P 500 down 3.5%.  The Dow Jones 30 index was even worse, down nearly 6%.  For all of 2020, the Dow Jones was down 7.1% What was the ...

While no one can say with certainly which way the market will go following the election, here are some thoughts. With Trump, we could see: Lower taxes Less fiscal stimulus A continued, ...

This newsletter contains a large amount of material from an August 24, 2020 Hartford Funds newsletter. IT’S NOT JUST COVID-19 AND THE SUBSEQUENT ECONOMIC SLUMP THAT ARE OCCUPYING INVESTORS’ ...

Retirement Plan Rollover Options When you leave (or have left) an employer, you have several choices of what to do with your qualified retirement plan such as a 401(k) or 403(b).  Each choice has ...