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Retirement Is a Beginning
How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, then there may be a voice...
February 20, 2023
Mixed Results As Interest Rate Concerns Grow Presented by Hershey Financial Group, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. The Dow Jones Industrial Average...
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may...
February 13, 2023
Mixed Feelings And Mixed Earnings Presented by Hershey Financial Group, LLC Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while...
Inflation & Your Money
"If the current annual inflation rate is 7.9 percent, why do my bills seem like they're 10 percent higher than last year?"1 Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect...
February 6, 2023
Powell: Inflation Heading In The Right Direction Presented by Hershey Financial Group, LLC Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates. The Dow Jones Industrial Average edged...
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't get rid of your losses, it can help you manage your tax liability. Keep in mind that this...
January 30, 2023
Earnings And Data Tell Two Different Stories On Near Future. Presented by Hershey Financial Group, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average gained...
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up...
January 23, 2023
Mixed Results Following Weak Economic Data Presented by Hershey Financial Group, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial...