What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a great recipe or some other surprise. So keep checking in. We’re glad to have you reading along.
Tuesday, March 24, 2020
The markets are up this morning on the news that the government is close to passing a 1.6 trillion corona virus relief bill. As I am writing this the S&P 500 index is up over 6.7% and the DOW index is over 7.6%.
Read More
Monday, March 23, 2020
In response to the coronavirus pandemic, taxes are delayed 90 days... You can still file early but if you need the extra time you have till July 15th 2020 to pay the tax man.
Read More
Saturday, March 21, 2020
It's been a crazy two weeks. As a country, we have reached a spot none of us have seen before. As families and individual we have locked ourselves away and practiced "social distancing". The grocery stores are empty and everyone is...
Read More
Friday, March 20, 2020
I know we are all worried about the corona virus and what it is doing to our brokerage and retirement accounts. Scott is ISC's President and he has put this in pretty plain language in his blog and I wanted to share this with you....
Read MoreIt is official today, many of you are going to be experiencing workplace disruption because of your employer’s corona virus policies. Many of you are already going to be working remotely and many more of your employers are...
Read More
Monday, March 9, 2020
This could be the official end of the long running bull market. If you are watching the news: OPEC had a fight between Russia and Saudi Arabia sinking oil prices overnight. It was a violent selloff and oil was down 20% on this jump....
Read More
Tuesday, March 3, 2020
I received the following information from one of our friends at Fidelity. This is a very well written article expressing Fidelities views on the corona virus. Coronavirus and Stocks in Perpsective : https://institutional.fidelity...
Read More
Monday, February 17, 2020
The government made some changes to the way retirement plans are handled going forward. Somethings to know: 1. You may be able to delay taking RMDs until age 72. 2. There will be no more stretch IRAs. 3. Even if you are over 70.5 years...
Read More
Tuesday, January 14, 2020
Congratulations to Lori Arnold, the winner of our Olive Garden gift card, at Vernon colleges spring semester commencement. We hope you enjoy a great meal.
Read MoreU.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens...
Read More
Saturday, November 16, 2019
My Family loves Macaroni and Cheese. I am talking the nasty Kraft powdered orange cheese facsimile. They will eat that stuff by the case from Sam's club. You can guess my opinion on that kind of Mac and Cheese and I have been working...
Read More
Friday, November 15, 2019
Sending my son off to college has been on my mind lately. I have a 16 year old son and like most parents of 16 year old boys, I am trying to get him to think farther ahead than his next video game. As his parent, I realize that these...
Read More
Friday, November 1, 2019
Before we start making new years resolutions. It can be a good idea to check and see where we stand on certain issues. If you haven't reviewed your life insurance this year, let's spend a minute and go over it together and see if we...
Read More
Sunday, October 27, 2019
Nothing about financial information here. It’s just that time of year again and I have a real affection for peanut brittle. Here is the recipe I use. 2 c. Sugar 0.5 c. Water 1 tbsp butter 1 c. Corn syrup 2.5 c. Raw peanuts 1 tsp...
Read More
Wednesday, June 26, 2019
Probably the second most asked about question with our clients is "What can we do about long term care" QOL Brochure
Read More
Wednesday, June 19, 2019
I thought this was interesting. The Falls Town Flyers team is having a superhero's night meaning all military, first responders and healthcare workers get in free on June 29
Read More
Monday, June 17, 2019
Today as I was reviewing our monthly video that was about to be sent out. I thought you know it has been a while since I did that myself...... What was it you ask? This months video is about looking for unclaimed money. I am sure glad...
Read More
This morning 100 million Americans began their day in the same way—drinking their first cup of coffee.¹ Few, if any, took a moment during this morning ritual to contemplate or marvel the complex journey that brought their...
Read More
Tuesday, June 4, 2019
What do we need to do about volatility in the stock market? We have been hearing more questions on the ups and downs in the stock market in the last few months, than we have in all of the last year. When you look at the talking heads...
Read More
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
Read More