by Kevan Melchiorre, CFP® | Feb 12, 2025 | Insights
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various...
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by Kyle Wetters, CFP® | Feb 7, 2025 | Insights
In a historic move, the Social Security Fairness Act has become law, marking a transformative shift in how those with pensions across the United States access their Social Security benefits. For decades, provisions like the Windfall Elimination Provision (WEP) and the...
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by Kyle Wetters, CFP® | Feb 6, 2025 | Insights
The dawn of a new year brings a fresh opportunity to take control of your financial well-being. In 2025, financial resolutions are not just about cutting costs—they’re about designing a financial strategy that aligns with your values and goals. Whether you’re...
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by Kevan Melchiorre, CFP® | Feb 4, 2025 | Insights
Markets demonstrated resilience in January despite significant policy shifts and technological developments. The first month of 2025 saw President Trump’s return to office, groundbreaking AI developments from China, and the Federal Reserve maintaining its...
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by Kevan Melchiorre, CFP® | Jan 30, 2025 | Insights
Retirement is a milestone many eagerly anticipate—a time for relaxation, pursuing hobbies, and cherishing family moments. But when it comes to managing retirement accounts, a surprising majority of retirees may be missing an opportunity with their Required Minimum...
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by Kevan Melchiorre, CFP® | Jan 13, 2025 | Insights
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? (3) What percentage of your...
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