When I say Individual Retirement Account, I imagine your first thought is retirement savings, right?  I mean, after all the word “retirement” is the middle word.  You wouldn’t be wrong, most of the time IRAs or Roth IRAs are used with the intent of saving money for retirement.  Especially nowadays as pensions are becoming more… Read More

Over the past few months, some clients have approached me regarding the need for a power of attorney so I thought I would take a few moments to cover the topic.  As always, if you have questions reach out to us.  The point of the POA. A power of attorney (POA) is a legal instrument… Read More

Your workplace retirement account can play a critical role in your overall retirement strategy, especially with the dwindling of pensions offered by companies.  Some people have excelled at putting money into their retirement plan at work and have found themselves at a commonly heard milestone. CNBC reported on findings that place 401(k) accounts at all-time… Read More

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. It’s difficult to predict what other aspects of life may alter before we’re through this period of history. Still, data has emerged that suggests the… Read More

Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone.  Inflation has been a constant talking point this year and it can make us uncomfortable.  As written by a colleague, inflation can be a scary word. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer… Read More

Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds have matured. If your bonds have matured, that means they are no longer earning… Read More