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Thursday, February 29, 2024

The world could get its first trillionaire within 10 years. Read full article here: AP news article here DAVOS, Switzerland (AP) — The world could have its first trillionaire within a decade, anti-poverty organization Oxfam...

Tuesday, February 27, 2024

1 in 5 seniors still work — and they're happier than younger workers As Americans age, that demographic change is also impacting the workforce, with a new Pew Research Center analysis finding that 1 in 5 people over 65 are still...

Friday, February 23, 2024

What is capital gains tax in simple terms? A guide to 2024 rates, long-term vs. short term. Full article here: USA today full article here Tax season can feel like a minefield for new and old filers alike. Whether you...

Tuesday, February 13, 2024

Economists forecasting a housing market turnaround in 2024 Inflation still a wild card for the housing market With the outlook for mortgage rates finally improving, the forecast for housing is looking better heading into the New Year....

Wednesday, December 20, 2023

According to a new survey, many Gen Z workers expect to retire when they are 61, despite 99% of Gen Z respondents saying they face obstacles to saving for a comfortable retirement. Another stat from the survey - 75% of Gen Z...

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Monday, December 18, 2023

Click here to see graphs The IRS is introducing new income limits for its seven tax brackets, adjusting the thresholds to account for the impact of inflation. That could provide a break to some taxpayers on their taxes in 2024. The tax...

Wednesday, December 6, 2023

Americans failed to pay record $688 billion in taxes in 2021, IRS says. Look for more audits.  Americans failed to pay $688 billion in taxes on their 2021 returns, a record level, according to a new estimate from the IRS. The...

Thursday, October 26, 2023

*Shoppers will spend less on gifts and do more shopping online this holiday season, a new survey shows* If you’re planning to spend less on gifts this holiday season amid inflation pressure, you’re not alone. U.S....

Thursday, September 28, 2023

NEW YORK (AP) — With the help of technology, scammers are tricking Americans out of more money than ever before. But there are steps you can take to keep your money and information safe. In 2022, reported consumer losses to fraud...

Thursday, September 14, 2023

For more than three years, people with student loans haven't had to repay their debt, thanks to a pandemic-era break that is slated to come to an end in October, when repayments resume. But some borrowers say they aren't financially...

Wednesday, August 30, 2023

Is there a strategy to winning Mega Millions and Powerball? Tips for picking numbers In 2016, Nicholas Kapoor, a professor at Fairfield University in Connecticut, bought a lottery ticket to teach his statistics students about...

Wednesday, August 23, 2023

More Americans believe they'd get a raise if they asked Share of U.S. workers who say it's very likely they'd get a raise if they asked In this economy, everything's coming up wages: A rising share of employed adults say that if...

Monday, July 31, 2023

Government regulators said Thursday that people who keep cash with payment tools like Cash App, PayPal and Venmo are at risk of losing their money in a crisis because the funds are not protected by federal deposit insurance. The...

Tuesday, July 25, 2023

Summer is right around the corner, and warmer days mean an increased need to cool off. Unfortunately, this can also translate into higher electric bills, but experts shared tips as to which appliances you can unplug to save some...

Tuesday, July 18, 2023

As families finalize college decisions and line up financing for 2023-2024, some might want to start thinking about the following academic year because aid may be tougher to get. Along with the launch in December of...

Thursday, June 8, 2023

These features may ‘set you ahead of the competition’ when selling your home, research findsKEY POINTSCertain luxury features may help sell your home for more money or faster than expected, according to new research from...

Wednesday, May 17, 2023

Inflation has driven grocery bills up, and for people who want to shop organic, these places can help your wallet. Check out this article from Kiplinger for tips on saving money while buying organic foods. 

Thursday, February 2, 2023

Check out this article, written by Ande Frazier, as seen in the Northwest Georgia Living Magazine Jan-Feb 2023 edition. The True Cost of Inflation

Monday, January 30, 2023

Everyone, it seems, worries about the economics of retirement. Will you have enough to retire? Will you outlive your money? Will you be able to afford healthcare as you age? And what about housing costs, emergencies, and especially...

Tuesday, January 24, 2023

You’ve worked hard to make your business successful. But if your retirement planning has taken a back seat to your business over the years, you may feel it’s time for a change. Even if you have done some planning for...

Monday, December 26, 2022

Why might most football coaches be sound business succession planners? They understand that sketching out a solid game plan is important and needs to be revisited from time to time. As a business owner, you may believe that you...

Monday, December 19, 2022

Benjamin Franklin once said, “a penny saved is a penny earned.” One way to find the money to meet your spending or saving needs is to examine your current spending habits and consider eliminating money wasters. Top...

Tuesday, December 13, 2022

We believe the best client is an informed client. For this reason, throughout the year we provide our clients with a wealth of consistent and pertinent information on financial topics and markets conditions, including quarterly reports...

Friday, November 25, 2022

Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reasons marriages fail.1...

Tuesday, November 22, 2022

Read below and take a look at how and when to take social security benefits and what to know about taxation. Social Security Benefits

Friday, November 11, 2022

When you have your own company, you carry a lot of responsibility. You’re the head of business development, human resources and operations — just to name a few. As you manage all the moving parts, worries can arise. Will...

Tuesday, November 1, 2022

Do you own a business? Do you have an exit strategy? Answer these questions in preparation for bidding farewell to a business you own:Exit Planning

Tuesday, October 18, 2022

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...

Wednesday, October 5, 2022

The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may deal with the loss of a...

Tuesday, September 27, 2022

The Social Security Disability Insurance program is projected to pay out approximately $133 billion in benefits in 2020. And with new applicants each year, the system is expected to exhaust its reserves at the end of 2035 if changes...

Wednesday, September 21, 2022

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...

Tuesday, September 6, 2022

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a...

Wednesday, August 31, 2022

Did you know that September is Life Insurance Awareness Month?Each year, September serves as a month of protection preparedness and awareness. This year, we’re focusing on “The Whole Picture: The Many Holistic Benefits of...

Wednesday, August 3, 2022

It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you. Or a stronger you. Or a you that can finally speak Italian, make perfect risotto, and...

Wednesday, July 20, 2022

July 2022Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.• Goals still the...

Friday, July 8, 2022

As a certified financial planner, I often find that working with people and their money is like solving a good puzzle. This is especially true when I work with those in the "sandwich generation". The sandwich generation is defined as...

Friday, June 24, 2022

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However, analysts all agreed that at the Federal Reserve’s June meeting, interest rates were going to be increased. Although rising...

Monday, June 6, 2022

_____________________________________________________________________________Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially...