The Debt Ceiling Debate and You
On January 19th, 2023, the United States Government hit the debt ceiling, which in a nutshell, is the amount of national debt that Congress lets the Treasury Department incur on …
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Author: Jennae
3 Considerations for Life Insurance Policies After the Loss of a Loved One
If you’ve just lost your spouse, you’re likely dealing with one of the most difficult times of your life while also trying to manage and maintain your household. We typically …
The Cost of Market Timing
Anyone who has ever invested in the stock market has thought to themselves, “Is this really the best time to put my hard-earned money into the market?” Or, if you’ve …
S.P.A.C. and SPAM-Update February 2023
In November of 2021, I authored a blog on S.P.A.C.s, or Special Purpose Acquisition Companies. At the time, it was one of the hot trends on Wall Street gaining popularity …
How Will the Secure Act 2.0 Changes Impact Your Company Retirement Plan?
Retirement savings is one area where there seems to be willingness in both political parties to work together in a bipartisan manner. In the last ten years, sixteen states have …
Secure Act 2.0: What does this mean for retirement savings?
On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President Biden signed it into law on December 29, 2022. This act builds onto the …
Achieving Your Life Goals
Visualize the attainment of your retirement security and comfort. See your children and grandchildren educated. Visualize your pursuit of lifelong dreams with the time and finances that allow for it. …
A Look Back on 2022 -The Dichotomy of High Inflation and Low Unemployment, Part 2
Sixty years ago on July 29th, 1962, Andy Warhol unveiled the now iconic Campbell Soup can paintings in Los Angeles. While Campbell’s executives weighed legal action and debated how to …
A Look Back on 2022 – The Dichotomy of High Inflation and Low Unemployment, Part 1
On January 28th, 2022, the 447-foot Fern Hollow Bridge connecting major areas of the Pittsburgh’s east side of town collapsed in the early hours as a Port Authority bus carried …
How To Wind Down 2022 and Begin 2023
Elections, political divisions, stock and bond market volatility, supply chain issues, trade imbalance, foreign wars and threats, and the annual flu and Covid. Aren’t you tired of thinking about all …