MARKET WATCH: MARCH 27, 2022
The Markets (as of market close March 24, 2023) Investors were on edge for most of the week, with concerns about banking, rising interest rates, inflation, and volatile stock and …
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Bond Banking Aftershock
All the banking turmoil—both real and perceived—sent waves through the bond market. Two-year U.S. treasury bonds experienced a 1.2% rate drop over five trading days. Depending on how you look …
Critical Information for the Heirs of Your Estate
You’ve done the hard part of your estate planning – signed all the documents, allocated the house and the funds, and had the tough conversations. So it’s over, right? Not …
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Charitable Contributions from IRAs
What is a Qualified Charitable Distribution (QCD)? A QCD allows individuals who have attained the age of 70.5 years old or older to make tax-deductible contributions to qualified charities directly …
The Debt Ceiling and Deficit Spending
On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling. The current limit was set by Congress at about $31.4 …
Retirement Investors Get Another Boost from Washington
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to …
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Enjoy the stress-free way to save for college.
Prepaid Plans let you lock in the future tuition costs at today’s Plan prices, and we handle the rest—guaranteed. Also, while Prepaid Plans were designed for Florida schools, the value …
Super Bowl Fun Facts – The Big Game By The Numbers
Article originally published on: https://wallethub.com/ Super Bowl LVII (57) will crown either the Philadelphia Eagles or the Kansas City Chiefs as champions of the National Football League’s 102nd season. This …
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Your tax refund will likely be smaller this year. Here are more things to know
It’s time to file your tax return, and many of us are facing smaller refunds, shrunken tax credits and deductions — right as inflation and higher debt loads are biting …
Your tax refund will likely be smaller this year. Here are more things to know Read More »
Certified Advisory Corp of CFG debuts on the 2022 CNBC Top100 List!
For the fourth year in a row, CNBC unveiled its ranking of the top 100 financial advisory firms in the U.S. We are honored to announce that Certified Advisory Corp …
Certified Advisory Corp of CFG debuts on the 2022 CNBC Top100 List! Read More »
