Please help us welcome one of the newest members of the FSA Team, Jordan Daugherty. Jordan joined us in January as an investment analyst. Transcript Hi, I’m Jordan Daugherty,
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
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.
Bitcoin, Gas Hikes, Inflation, Retirement
Finance, Financial Planning Newsletter, Investing, Retirement
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
Bear Market, Buying Spree, Crypto, federal reserve, Inflation, Inter-Family Loans, Retirement Spending, Treasury Bonds
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