Greetings! I trust that this will find you well and enjoying life and that your year is off to a great beginning. Recently I have experienced the unexpected deaths of two close family members. Obviously this is something that we can never totally plan for. However certain things about death…
Continue Reading January 20, 2015Category: Uncategorized
January 12, 2015
Greetings! I trust that this will find you well and enjoying life. Do you like to shop around online for the best CD rates? Do you have a habit of moving certificates of deposit from bank to bank in pursuit of better yields? If you do, you should be aware…
Continue Reading January 12, 2015January 5, 2015
Greetings! I trust that this will find you well and enjoying life. Social Security benefits are increasing 1.7% in 2015. This marks the fourth straight yearly cost-of-living adjustment, following a 1.5% COLA for 2014. Next year, the average monthly Social Security payment for a single retiree increases by $22 to…
Continue Reading January 5, 2015December 29, 2014
Greetings! I hope this finds you well and enjoying every aspect of the holidays. Please find attached the weekly economic update. I want to compliment you on your desire to stay abreast on economic events. This practice over time will reap big rewards through sound decisions. Thank you for your…
Continue Reading December 29, 2014December 22, 2015
Greetings I trust that this will find you well and in good spirits! What a week on Wall Street! Crude oil prices and currency instability in Russia caused for a wild ride and considerable volatility. But in the final analysis, investors shrugged off concerns and bet on the great institution…
Continue Reading December 22, 2015Greetings! I trust that this will find you well and enjoying life. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as…
Continue ReadingDecember 8, 2014
Greetings! I trust that this will find you well and enjoying life. I thought that this information on year end money moves might be helpful. What has changed for you in 2014? Did you start a new job or leave a job behind? Did you retire? Did you start a…
Continue Reading December 8, 2014Monthly Market Video for November 2014
Monthly Market Video for November 2014
Continue Reading Monthly Market Video for November 2014December 1, 2014
Greetings! I trust that this will find you well and enjoying life. You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve circled for the elusive parking spots. Holiday shopping can be downright frenzied – and impulsive. You don’t…
Continue Reading December 1, 2014