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Important Tax Changes for 2023

Important Tax Changes for 2023

by Hannah Moore | Jan 11, 2023 | Financial Planning, Investments, Taxes

January is a great time to start thinking about taxes, and that doesn’t just mean getting your paperwork ready to file in April. The beginning of the year is when tax code changes take effect, and keeping track of these updates is the key to ensuring that next year’s...
In a Volatile Market, Shift Your Perspective

In a Volatile Market, Shift Your Perspective

by Hannah Moore | Oct 19, 2022 | Financial Planning, Financial Transitions, Investments

Market volatility can be frightening. Watching stock prices fall and interest rates rise is nerve-wracking, especially if most of your retirement funds are tied to investments. What should you do when the market is unpredictable? How can you protect your finances (and...
Rising Interest Rates: The Pros and Cons for Retirees

Rising Interest Rates: The Pros and Cons for Retirees

by Hannah Moore | Sep 21, 2022 | Investments, Nearing Retirement, Personal Finance, Recently Retired

Recent financial news pages are full of stories about rising interest rates. At the end of July, the Federal Reserve announced a 0.75-percentage-point hike in interest rates. This was the latest in a series of rate increases that started in March 2022. The Fed has...
Worried About Your Money in This Economy? You Need a Financial Plan

Worried About Your Money in This Economy? You Need a Financial Plan

by Hannah Moore | Jul 20, 2022 | Financial Planning, Investments, Personal Finance

Are you worried about the economy and how it affects your finances? You’re not alone. We’ve officially dropped into a bear market, inflation is skyrocketing, and it seems like the only consistent part of the economy is that it keeps getting worse.  When you’re...
What to Know About the Market Drop

What to Know About the Market Drop

by Hannah Moore | Jul 6, 2022 | Financial Planning, Financial Transitions, Investments

Recently, the news has been full of bleak stories about the economy. Inflation is at record highs, the housing market is crazy, stock values are dropping, and there’s no end in sight.  If you have wealth tied up in the stock market, reading these stories is...
Why Do We Still Invest in the Stock Market?

Why Do We Still Invest in the Stock Market?

by Hannah Moore | Mar 2, 2022 | Financial Planning, Investments

The stock market has been in the news a lot lately. Meteoric gains have been followed by drastic losses, sometimes within the same day. The stock market is always somewhat cyclical, but those cycles have been especially significant over the last few years. There are...
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