Financial News

To download the Quarter Two 2023 Market Review, click here .    

Why Both Spouses’ Participation in an Annual Advisory Review Improves the Longevity of your Family’s Legacy By Brittney Olinger, CIMA®, CDFA®, and Shannon Reintgen, CFP®, ChFC®   A widow sits with their head in their hands in our office. “My spouse used to handle all this stuff,” they say, while gesturing to the piles of…

To download the April 2023 Market Review, click here.

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare to determining when to tap taxable and tax-advantaged accounts, individuals must juggle a complicated mix of factors. Social Security and Medicare People are sometimes surprised to learn that a portion…