Blog
Blog
What Do I Do With All of This Money?
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Kristin Hershey Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you...
July 10, 2023
Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Hershey Financial Group, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard &...
Retirement Blindspots
Some life and financial factors that can sometimes be overlooked. Provided by Kristin Hershey We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may...
July 3, 2023
Weekly Market Insights: Economy Continues Upward Trend Presented by Hershey Financial Group, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual...
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...
June 26, 2023
Weekly Market Insights: Stocks Take Summer Break, Month Remains Strong Presented by Hershey Financial Group, LLC Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains. The Dow Jones Industrial Average lost...
Estate Management Checklist
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
June 19, 2023
Weekly Market Insights: Stocks Climb After Fed Pause Presented by Hershey Financial Group, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued...
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...
June 12, 2023
Markets March Into Positive Territory Continues. Presented by Hershey Financial Group, LLC A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. The Dow Jones Industrial Average gained 0.34%, while the...