You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops […]
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Key Ages to Know for Retirement Planning
By Kyle S. PlotkinInvestment Advisor [email protected] When it comes to retirement planning, the earlier you start, the better. The sooner you save, the longer your money has to grow. But
Kyle Talks Annuities and the Great Rates Today
by Kyle S. PlotkinInvestment Advisor [email protected] Despite pressure from some corners of Washington, Federal Reserve Chairman Jerome Powell announced this week that interest rates will remain unchanged—at least until September.
A Chance To Give Back
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] No one got where they are today by their own work alone. In all the hullabaloo about self-made this and independent
Thanksgiving Is My Favorite Holiday
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Thanksgiving is as late as it can be this year, so the number of shopping days ’til Christmas is now less than
Women Need More Money In Retirement
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] As a society, we like to debate the differences in the sexes. The arguments are not always above board, and they’re
Meet Jen, Congrats Mike
by Nicholas A. Hamner, Esq.Investment Advisor Representative & Director of [email protected] A long time ago… a really long time ago… back when we wearing face masks and keeping our distance
Trump Tax Cuts & IRA Conversions
by Michael HartInvestment Advisor [email protected] One of the questions going into this election cycle was what would happen with the Trump tax cuts which were set to expire after 2025.