As we enter the fall months, another significant event takes center stage in the lives of millions of Americans – Medicare Open Enrollment. This annual opportunity, running from October 15th to December 7th, offers Medicare participants the chance to review and modify their Medicare coverage for the upcoming year. It’s a crucial time for individuals…

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On this week’s episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.

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In the world of personal finance, the adage “cash is king” couldn’t be more true, especially when it comes to short-term liquidity needs. Cash, often referred to as the lifeblood of financial stability, holds a pivotal role in ensuring we can navigate the ebbs and flows of our financial landscape with confidence and ease. From…

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Retirement is often seen as the golden phase of life; it’s a time when we can finally relax and enjoy the fruits of our labor. However, despite having saved diligently throughout our working years, many individuals find it challenging to spend their hard-earned savings during retirement. This reluctance stems from various psychological barriers that prevent…

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Over the past few years, cryptocurrencies have become increasingly popular and have gained a significant amount of attention from investors and the media alike. However, recent events have shown that the hype around cryptocurrencies may be starting to fade. The fall of crypto can be attributed to several factors, including regulatory uncertainty, market volatility, and…

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The replay to our Q2 Market Update Webinar that was held on June 6th is now available. During the webinar, we provided an update on the economy, markets, and where we think things go from here. If you have any questions do not hesitate to reach out.

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The SECURE Act 2.0 was an update to the current SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement. The original SECURE Act was passed in 2019 and aimed to make it easier for people to save for retirement. The proposed SECURE Act 2.0 is expected to build on the success of…

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