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Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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Government Drug Negotiations Hurt Medicare Recipients

Bob Williams - 0
Since 2022, the news has been full of stories about the wonderful things the federal government is doing to lower the cost of prescription...
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What Medicare Will Cost You in 2025

Bob Williams - 0
We’re in the fourth quarter of the year and people on Medicare want to know what it will cost them in 2025. So far,...
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2024 Year End Financial Moves to Make Right Now

Bob Williams - 0
It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...
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Charitable Giving Strategies You Can Still Use In 2024

Bob Williams - 0
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
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Social Security Tax Limit for 2025

Bob Williams - 0
You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay the bills, handle any big...
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Medicare Open Enrollment 2024

Bob Williams - 0
Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go shopping to make sure you’ve...
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Who’s Really Managing Your Portfolio?

Patrick Rogan - 0
There are several ways to construct a portfolio: Some build with a top-down approach, building the portfolio from a pre-decided overall allocation and filling in...
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Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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Stock Market Outlook: Below Average Returns For The S&P 500

Rhett Garner - 0
Investors will need to diversify across other asset classes and take an active approach to equity investing. The S&P 500, a key benchmark for the...
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