The QLAC Strategy
February 25, 2025
The QLAC Strategy: Balancing Longevity Risk in Your Retirement Plan What is the purpose of a Qualifying Longevity Annuity Contract (QLAC)? The key word is
Peggy’s Pearls: Investing in You
Love Languages: The Secret to Financial Harmony
February 11, 2025
Valentine’s Day, with its emphasis on grand romantic gestures, often overshadows the deeper work of sustaining love year-round. While 48% of couples argue about finances
2025 Economic Outlook
January 28, 2025
As we begin the new year, inflation is still close to 3% instead of the 2% the Federal Reserve wants. The 10-year Treasury yield is
Avoiding the Net Investment Tax with Asset Location
January 15, 2025
Not all investments are created equal. Some investments are more tax efficient than others. As you are allocating your portfolio, consider the type of account
How Do You Embrace the New Year?
December 31, 2024
Are you excited for the 2025? To have a clean slate, a fresh start? Are you feeling accomplished or regretful? Are you entering the new
Gifting a Family Trip for Christmas
December 10, 2024
Next holiday season, instead of packing up clothes your kids have outgrown and tossing toys that have already broken, you could be reminiscing about giving
Benefits of Generosity
November 26, 2024
People give to charities for a multitude of reasons. Reducing your taxable income has been a driving force for charitable giving. Nonprofits saw a significant
70.5 – The Magic Age…Navigating Qualified Charitable Distributions
November 12, 2024
There are several magical ages as you reach your ‘senior years’: AARP declares you are a senior at age 50 with their invitation to join
How to Know If You’ve Been Hacked
October 22, 2024
Cyber-attacks are launched at us every day. Do you know the warning signs that your security has been compromised? With cybercriminals constantly prying at your
Creative Pursuits Are Good for Your Soul…and Your Retirement
October 8, 2024
Do you like to sing? Have you wanted to learn to paint watercolors? Did you know the arts are good for your mental health? Studies