Blog Investment & Financial News

The Bad Doughnut – Medicare Part D’s “Doughnut Hole”

I love doughnuts! My favorite is the Maple Bar, but if you gave me an Apple Fritter I wouldn’t complain. In my opinion the doughnut is the perfect pastry; soft, sugary, and delicious. Unfortunately, the Federal Government and Medicare Part D have taken the doughnut, or the “doughnut hole,” and made it something it’s not,…

Stop Procrastinating! Essential Estate Planning Documents Everyone Needs

It’s 4:00 p.m. at work and you’ve been super productive to this point. You look down at your “To-Do” List and admire all the things crossed off and you’re immediately filled with the great feeling of accomplishment. Then, your attention is drawn to that one remaining item. The item that has been there for what…

Be Financially Fit for Life

The world is exploding with products and services targeted to keep us physically fit— from phones that count our steps and track calories to armbands that monitor REM sleep. There are diets with no carbs, diets with juice and diets on a beach. It’s the same with your financial fitness. There are blogs, articles, tweets…

Who Buys When the Fed Does Not?

Four Steps to Stay Safe Online

Do you want to pay your bills online? View your investment accounts? If you’re going to start accessing your accounts online there are a few steps that you should take that will help keep your information safe.

The Roles of a Financial Planner

Why on earth would you want to hire a financial planner? Even the name sounds boring. There are plenty of places on the internet or TV to get investment advice or planning ideas, right? I think there is a misconception on the role of a planner. This could be a hangover from the .Com brokers…

Company News

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

New Statements – Launching 1st Quarter of 2025

Market Commentary

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

2024 3rd Quarter Investment Commentary

Presidential Elections and the Market

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Tax Planning

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Schwab 1099 Release Dates for 2024

2024 Year-End Tax Planning

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today