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Thursday, May 2, 2024

Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it: the first instinct for most of us is panic, and we wonder if we should just get out of...

Thursday, April 18, 2024

With each season of life, new milestones will impact your budget. However, when you enter your 30s and 40s, these milestones have a much heftier price tag. The sheer costs can be intimidating, whether it's a wedding, a new home, or...

Tuesday, February 20, 2024

This Retirement Readiness newsletter features helpful information about creating a lasting legacy, steps for sustaining/growing your wealth, ways to help prevent identity theft, and a look at how your health can impact your finances....

Thursday, November 16, 2023

As a reminder, the 2024 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through December 15, 2023. Anyone looking to enroll, re-enroll, or opt out of private health, vision...

Wednesday, August 16, 2023

We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary...

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Saturday, July 15, 2023

Our newsletter this month features nine retirement facts that might surprise you, the differences between retirement perception and retirement reality, an inside look at the different retirement adventures you might choose, and...

Friday, June 2, 2023

Debt Talks DominateStocks were weighed down for much of the week by stumbling debt ceiling negotiations, which appeared to reach an impasse at one point. Technology stocks, which have led the market this year, were under pressure as...

Tuesday, May 2, 2023

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Saturday, April 1, 2023

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Tuesday, February 28, 2023

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

Tuesday, January 3, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

Thursday, November 10, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

Friday, September 16, 2022

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...

Monday, June 13, 2022

It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...

Tuesday, May 3, 2022

Thursday, January 20, 2022

Welcome to a new year and the January edition of the newsletter! Wishing everyone a joyous and successful year.  Omicron is here and while the jury is still out on the relative severity of this strain, it does appear to continue...

Wednesday, December 8, 2021

Wednesday, November 17, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Tuesday, October 19, 2021

If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of the best and brightest economists in the country are having a tough time getting their arms around the current inflation trends...

Friday, September 17, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Wednesday, August 18, 2021

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Tuesday, July 20, 2021

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Thursday, June 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Friday, May 14, 2021

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

Saturday, April 17, 2021

The U.S. continues to make progress against COVID-19 with many businesses reopening across the country. Vaccine eligibility has widened or will soon be widened in all 50 states, over 3 million vaccine doses are being administered...

Friday, March 19, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Friday, February 19, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Wednesday, January 20, 2021

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Friday, December 18, 2020

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...

Saturday, November 21, 2020

Retirement evokes different dreams for everyone, but for many, travel is part of the image. If travel is part of your retirement vision, before you leave town, it’s important be aware of whether Medicare coverage will...

Thursday, October 29, 2020

FOR IMMEDIATE RELEASE Capitol Financial Solutions Welcomes Daniel F. Haines, Jr., CFP®, AEP® as Financial Advisor Raleigh, NC (October 22, 2020) – Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance...

Thursday, October 15, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Wednesday, September 16, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

Thursday, August 13, 2020

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...