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Leadership Wanted for a Sustainable Retirement

By Robert W. Tull | February 29, 2024

Recently I listened to an interview with Fred Smith, the highly respected founder and executive chairman of FedEx Corporation. He shared how over the next months or years policy changes need to be made when it comes to government spending and debt. Federal spending has risen dramatically to where almost $2 trillion was borrowed last […]

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Fraudsters Don’t Take Holidays

By Elisabeth Engel | December 18, 2023

The holiday season is in full swing now, and you likely have a list of things to do that is just as long as Santa’s. While this is a truly magical time of year — twinkling lights aglow, Christmas music setting the tone in stores, and everyone feeling the Christmas spirit – the holidays also […]

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Medicare Open Enrollment – What You Need to Know

By Amy Pucci | September 29, 2023

Medicare provides essential healthcare coverage for those aged 65 and older as well as certain younger individuals with disabilities. If you’re a Medicare beneficiary or about to become one, understanding Medicare open enrollment is crucial. In this blog, we’ll walk you through the basic information you should know about Medicare open enrollment. Medicare Open Enrollment […]

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Is the Traditional 60/40 Portfolio Dead?

By Ellen Anderson | June 15, 2023

Simplifying the Investment Strategy Debate In the world of investing, the 60/40 portfolio has long been hailed as a tried-and-true strategy for achieving a balanced and diversified approach. It typically consists of allocating 60% of the portfolio to stocks and 40% to bonds. However, as the financial landscape evolves and new investment opportunities emerge, questions […]

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Tax Planning 101: Tax Planning Strategies

By Drew Overton | April 3, 2023

Hello again, and welcome to our fourth and final addition to our blog series called, Tax Planning 101. In our last three blogs, we provided a high-level overview of: How gross income is adjusted through the use of deductions (click here to read); How tax brackets apply to your taxable income (click here to read); […]

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Tax Planning 101: What Are Tax Credits?

By Drew Overton | March 28, 2023

Hello again, and welcome to another addition to our four-part series called, Tax Planning 101. If you read our last two blogs, you learned about the income tax equation, tax deductions, tax brackets, tax filing statuses, etc. If you haven’t read the previous two blogs just click here to read the first one and click […]

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