by dkelley | May 11, 2022 | blog
Social Security: Is the Juice Worth the Squeeze? Social security is a benefit that is widely talked about as individuals reach ages 60+ and begin to prepare for retirement. Clients of ours have asked if social security will be around at all when they retire, what...
by dkelley | May 6, 2022 | blog
1970’s All Over Again? Why This Time is Different For those of us who remember the 1970’s, inflation was on the forefront of everyone’s minds. A trip to the grocery store or the gas station left your wallet hurting, and each time you went back, it seemed like...
by dkelley | Feb 23, 2022 | blog
The Importance of Maintaining Your Financial Records An important part of managing your personal finances is keeping your financial records organized. Whether it is maintaining tax records for a potential audit or to verify your income or a Social Security card for...
by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
by dkelley | Dec 12, 2021 | blog
Ready to Retire – What keeps you up at night? You’ve finally made it to that time in your life when retirement is in sight. Whether your projected retirement age is 62, 65, 67, or even 70 and beyond, what holds you back from retiring? What are your concerns, the...
