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by Jason Hamilton, CFP® Many of our baby boomers (71.6 million) are seeing retirement on the horizon, if they are not there already. With this exciting new chapter, retirement brings a range of emotions – excitement, relief, sadness, joy – But it can also be very overwhelming. It’s important not to lose sight of the control you can still …

by Keith Blakely, CFA Money Market Funds are yielding 5%. A 10 Year US Treasury Note is yielding just shy of 4%. Thirty-year mortgage rates have floated around 7% in 2023. This is quite the turnaround over the past 18 months. Interest rates are now as high as we have seen since the mid-2000s – not quite to levels that we witnessed …

by Kathy C. Thompson, J.D. Welcome to the latest edition of our quarterly wealth management newsletter! As we embrace the warmth and vitality of the summer season, we invite you to embark on a journey of financial exploration and prosperity. Just as summer brings opportunities for outdoor adventures and memorable experiences, it also offers …

If you are like many people, you have a lot of competing goals when it comes to spending your paycheck.  Covering daily living expenses, paying off your house, saving for your kid’s college, making your car payment – balancing all of these financial needs can be tough.  But don’t neglect one of the most important financial goals: planning …

There are so many things to love about being in your 20s. You have ample time to explore new and exciting career opportunities and to build independence. You also have valuable time to do something that will be very important when you get older — build your wealth.Here are some important steps you may take today to start accumulating wealth for the …