The QLAC Strategy
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
February 25, 2025
Category: Money Matters
Love Languages: The Secret to Financial Harmony
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
February 11, 2025
2025 Economic Outlook
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
January 28, 2025
Avoiding the Net Investment Tax with Asset Location
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
January 15, 2025
Wedding Gift Etiquette
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
June 10, 2024
Can Children have a Roth IRA?
Kids will be out of school for the summer, working summer jobs. Younger kids can mow lawns and babysit. What will they do with their
May 14, 2024
Are You Leaving Your Employer? What do you do with your Retirement Funds?
You are leaving your job for a job with a new employer. Or you are retiring. What do you do with your retirement funds? You
April 23, 2024
IRA Contributions: 4 Rules That May Surprise You
Have you made your IRA contributions for the year? There is still time. Here are 4 rules you want to be aware of when making
March 26, 2024
Avoiding Mistakes in a Divorce
Even in an amiable divorce, emotions can run high. Keeping focused on a path forward, emotionally, mentally and financially is important. A common place for
March 12, 2024
The Most Predicted Recession That Never Was…
85% of economists predicted a recession for 2023 – it was a matter of when – summer or end of the year. What we experienced
January 23, 2024