Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position.

Provided by Madison Parker

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021.

Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon.

Provided by Madison Parker

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.¹ 

Guarding Against Identity Theft

Take steps so criminals won’t take vital information from you.

Provided by Madison Parker

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focu

Will Updated I.R.S. Tables Create an Opportunity for Retirees?
Life expectancy table updated for the first time since 2002.

Provided by Madison Parker

If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. 

1099 Forms

Building a Healthy Financial Foundation
How many pieces do you have in place?

Provided by Madison Parker

When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? 

Speed Bumps & Headlines

End-of-the-Year Money Moves

How Much Do You Really Know About Extended Care?

Separating some eldercare facts from eldercare myths.

Provided by Madison Parker