When approaching retirement, many people consider downsizing their homes as a cost-saving tactic or to simply simplify their lives. Linked is a checklist of downsizing to-dos.
As Artificial Intelligence (AI) is changing the way many industries operate, and energy is not exempt from its impacts. AI is straining supply lines, and consumers could soon begin to feel the financial repercussions. This article highlights the concerns and possible solutions.
Bonds have historically been used as a hedge against the volatility of the stock market. Though they have under-performed in recent years, bonds are making a comeback in some portfolios. Read more here.
Many families are feeling the weight of increased expenses in sending students back to school; from back-to-school shopping, to college tuition. This three-page pdf discusses some of the costs, and how 529 plans can be utilized in the planning process.
The impacts of financial markets can cause stress, especially to retirees. This brief article offers some guidance for how to help deal with financial stress.
First Trust breaks down how the markets have performed historically during election years, as well as during the tenure of Republican leadership and Democratic leadership at the highest levels of the U.S. government. You can see their charts here or by clicking on the picture below.
The biggest changes from the Inflation Reduction Act are coming to Medicare plans in 2025. Watch the below video to learn how this may impact your plan, and reach out to your Medicare broker for personalized advice.
MassMutual has put together a brief overview of how the way your business is organized may play a role in the taxation of your disability income insurance.
The Fed did not change rates at their meeting last week. Click here to view this week's Market Watch to read about what the odds are of a rate cut in September, a summary of the current market environment, and more.
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