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- Cybersecurity
- Family
- Retirement
- Taxes
- The Markets
- Uncategorized
Social Security — How Secure Is It?
If one was to read only the headlines of articles written to describe the future of our Social Security system, one could be excused for …
Bond Market Update
Early in the year bond yields declined along with an improved stock market on hopes the Federal Reserve would slow its pace of rate increases. …
Bond Market Update
The year 2022 saw interest rates increase across all maturities as inflation soared to levels not seen in several decades. What had been considered transient …
SECURE Act 2.0 – The Sequel – Is Now Law
In the last few days of 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress and signed by …
Paying for Long-Term Care
As you navigate retirement and the aging process for yourself or a family member, it can be daunting to figure out how to cover the …
How Investments are Taxed
If you are asked which marginal tax bracket you are in, there are usually two answers: one rate for ordinary income and a lower rate …
