Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, discuss the financial and emotional reasons to consider when deciding whether to pay off your mortgage early. Should You Pay off
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One of the best analogies for the financial markets is a voting machine. A machine bound by the competing expectations of investors. Optimists versus pessimists. Realists versus idealists. Many would
By now you know that the U.S. is experiencing a fairly dramatic inflation rate. The Consumer Price Index rose 7.9% last year, and prices this year are surging as well.
Ever hear of making too much money? Well, that could be the case if you are trying to contribute to a traditional or Roth IRA. If that’s bittersweet news for
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, share their thoughts about when to prepare your own taxes and when to consider hiring a tax professional. Taxes: To Self-Prepare or
You might be reading about the internal debate at the Federal Reserve Board about when and how to “shrink its balance sheet” which will, articles tell us, have some mysteriously
Historically December has been a strong month for the markets with the S&P 500 experiencing a gain 73% of the time since 1928. As shown in the chart below, typically,
Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits as soon as they reach age 62. But should
As you start to get older in life, it’s natural to worry about the legacy that you are leaving behind. First, you’ll want to determine what you want your legacy
Major indices reached all-time highs to start November. The S&P 500 closed at an all-time high on November 8 for its eighth consecutive positive day. That is the longest streak