MARKET WATCH: AUGUST 10, 2020
The Markets (as of market close August 7, 2020) Last week began with stocks vaulting higher for the tenth Monday in a row. The Nasdaq reached a record high as […]
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FINANCIAL PLANNER ALTAMONTE SPRINGS
Myths and Facts about Social Security
Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect.
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MARKET WATCH: JUNE 24, 2019
The Markets (as of market close June 21, 2019) Stocks enjoyed another week of strong growth as investors were encouraged by the Fed’s decision to keep interest rates unchanged and
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Financial Advice for Recent College Graduates
You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And though you may not have
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MARKET WATCH: JUNE 10, 2019
The Markets (as of market close June 7, 2019) Markets rebounded nicely last week on hopes that the Federal Reserve Board will cut interest rates in the near future. Early
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10 Years and Counting: Points to Consider as You Approach Retirement
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you
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Federal Income Tax Returns Due for Most Individuals
The federal income tax filing deadline for most individuals is Monday, April 15, 2019. Residents of Maine and Massachusetts have until Wednesday, April 17, to file their 2018 tax return
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There’s Still Time to Contribute to an IRA for 2018
Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had
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MARKET WATCH: MARCH 25, 2019
The Markets (as of market close March 22, 2019) Last week started well for investors as stock indexes continued to climb on the heels of the prior week’s robust performance.
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Maintaining Your Financial Records: The Importance of Being Organized
An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for
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