Retirement In Sight January 2021

January 8, 2021 Retirement Insights
QUOTE OF THE MONTH “Vulnerability is the birthplace of innovation, creativity, and change.” – BRENE BROWN TO RETIRE, OR NOT TO RETIRE? For some of us, the coronavirus pandemic has complicated the question. As Yahoo! Finance reports, a Harris Poll study conducted this past summer found that 25% of Gen Xers and 14% of baby boomers
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Monthly Economic Update January 2021

January 6, 2021 Blog
In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. T I P   O F   T H E   M O N T H Check your credit report annually for errors. Under federal law, you are entitled
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Weekly Economic Update January 4, 2021

January 4, 2021 Weekly Economic Updates
In this week’s recap: Happy New Year! Stocks hit record highs and have varied reactions on stimulus checks and another potential vaccine. T I P   O F   T H E   W E E K If you’re thinking about selling a business, consider contacting a business broker, one that represents companies similar to yours. It may
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Monthly Economic Update December 2020

December 10, 2020 Blog
In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. T I P   O F   T H E   M O N T H Some small business owners don’t have succession plans. If you haven’t created one, now is as good a time as any to
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Weekly Economic Update December 7, 2020

December 7, 2020 Weekly Economic Updates
In this week’s recap: Promising signs of a fiscal stimulus package inspire an upward week for stocks; retailers’ extended “Black Friday” sales produce mixed results. T I P   O F   T H E   W E E K If you’re a new parent, you have 18 years to save for your child’s college education. Start now,
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Retirement Insight December 2020

December 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees December 2020 QUOTE OF THE MONTH “If you don’t like the road you’re walking, start paving another one.” – DOLLY PARTON THIS YEAR, THERE IS MORE INCENTIVE TO GIVE When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax
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