Hot Topics

  • Is It Time to Cut Cable?

    An explosion in the number and variety of streaming services, coupled with more time spent at home in the last year, might have you wondering whether it's time to cut the cord … Read More

  • Don’t Let Debt Derail Your Retirement

    Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by the Center for Retirement Research at Boston College … Read More

  • Can You Fund Your Retirement?

    In January 2021, more than seven out of 10 workers were very or somewhat confident that they would have enough money to live comfortably throughout their retirement years. This was the highest confidence level since 2000 … Read More

  • Five Facts About Fatherhood

    June 20, 2021 marks not only the start of the summer season. It's also Father's Day, a special day to celebrate dear old dad. Here are five facts about fatherhood in honor of … Read More

  • Market Month: May 2021

    The Markets (as of market close May 28, 2021) Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when … Read More

  • Building Prosperity: June 2021

    In this issue we cover health coverage for young people, making gifts to children, the pros and cons of IRA rollovers, and how dollar-cost averaging may help build your portfolio. … Read More

  • Retirement Confidence Remains Strong, Despite Pandemic

    Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit … Read More

  • Rising Inflation: Where Will It Go from Here?

    In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since … Read More

  • Market Month: April 2021

    The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related … Read More

  • Building Prosperity: May 2021

    In this issue we cover motherhood, retirement plan rules, socially responsible investing, and changes to college financial aid!  Want to receive Building Prosperity in your inbox?   … Read More

  • Enhanced Child Tax Credit for 2021

    If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents … Read More

  • Quarterly Market Review: January-March 2021

    The Markets (first quarter through March 31, 2021) As we closed out 2020, the overwhelming sentiment entering January was that it couldn't get much worse. Unfortunately, January did not start out on a high note. … Read More


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