2021 Market Update: 4th Quarter
Solid December Caps Off a Strong Year for Markets Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Retirement: Expanding the Adventure
“We’ve always been the couple who wonders ‘what’s over the next hill?’.” There’s an appeal to discovering what’s on the other side for the Headworths. They might get to see something they’ve never seen, meet a new friend or find a river to float and...Ready to Get Acquainted?
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