In an effort to help our clients protect themselves from various types of scams, we are sharing this Scam definitions and prevention client guide. The nine-page document covers some red flags that are often seen in romance, technology, real estate, investment, and other common types of scams, as well as how to guard yourself from becoming a victim. 

This week's Market Watch can be found here.

It is common to welcome the new year with fresh perspective and new goals. From consolidating retirement accounts to creating a "fun fund" to spend on unexpected adventures, we are sharing ten Financial Resolutions to consider in 2025.

In this edition of Market Watch, Don and Ken discuss what may sway the markets bullish or bearish in 2025.

The Fed meets on Wednesday, 12/18/24. Read about the odds of a cut, as well as current economic data, in this week's Market Watch. 

The 2025 John Hancock Fingertip Tax Guide is now available. Find tax brackets, standard deductions, contribution limits, and more here.

Congratulations to Karine for winning a Five Star Professional Award for twelve years in a row!

The space launch industry broke a record in 2023 with the number of objects sent into space. This brief article from First Trust discusses the role that SpaceX has taken in reducing the cost and increasing the frequency of launches. 

Find this week's Market Watch below.

Find out if you are eligible to claim the Saver's Credit to help boost your retirement tax savings with help from this Transamerica Institute website.