Download Our Free 2025 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
Retirement Planning
It’s a New Year and a Good Idea to Check Your Beneficiary Designations
You’ve been diligently monitoring your retirement accounts with your financial advisor to …
Why the 2022 economic hangover was worse than expected
Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
What the CARES Act means for you
The CARES Act is the largest economic stimulus package in the history of the world.
On March 27, …
Be balanced and give the stock market time to recover
Many of you have been in this position before.
Like many of you, Bianca and I are attempting to …
Coronavirus: What to do about stock volatility
COVID-19 is worrisome to stocks, but your diversified investment portfolio will likely be …
How to prepare for your long-term care – Part 3
CHOOSING SENIOR CARE
You may not be in a position to care for yourself at home one day, and …
How to prepare for your long-term care – Part 2
ESTATE PLANNING
Most people would like to control how their money gets used as they get old and …
How to prepare for your long-term care – Part 1
INVESTMENT PLANNING
One day, you or someone you love may need daily living assistance or …
Let’s talk about Social Security correctly
Every year, trustees of the Social Security trust funds issue an annual report. And every year, the …
What should you do about the Equifax data breach?
Protect information from hackers.
Who is Equifax, and why are they in the news? Equifax is one of …
Bonds in a rising rate world
The Fed wants the economy to slow down a bit.
In March, the Federal Reserve Board raised interest …
Exciting changes are here at Asset Strategies
Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial …
8 planning steps to take before the year ends
Another year is coming to a close. So much has happened of late — England voted to “Brexit” the …
Muni bonds still make sense
I’ve written about municipal bonds in the past. Now is a good time to update my thoughts on this …
Win at the slowest possible speed
It’s tempting to compare your investment performance with others. In doing so, you may find …
Passionate about making people laugh
Comedian Larry Sherman* says a lot of things came to him late in life. He began doing standup in his …
Handling the one life change you fear most
Likely, the biggest life-changing event you’ll ever face is the death of your spouse. In addition to …
The Latest Thinking on 401(k)s
If you’re still working and it seems like it’s harder than ever to accumulate money for …
Long-term care: How much does it cost?
Every year Metropolitan Life issues a report* on the costs of long-term care. Many of us are looking …
New government report focuses on ensuring retirement income
Every now and then something interesting shows up in the news that catches my eye. One of those …
3 things you may not know about variable annuities
More than a few wealth management clients have asked questions about variable annuities, so I …
How can you have income for life?
Successful investing is largely about having a good plan and then giving the markets time to play …