26 Oct Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer Price Index for All Urban Consumers...
sustainable investing Tag
22 Oct Usage-Based Auto Insurance Might Provide Savings
Like everything else, the pandemic greatly impacted driving habits. Workers who once had long commutes and drove to work every day suddenly found themselves working remotely. Others were spending more...
21 Oct To Spend or Not to Spend
About 77% of retirees between the ages of 62 and 75 plan to spend down at least some of their retirement assets. The top reasons cited include lifestyle, medical expenses...
20 Oct Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
On Saturday, September 25, 2021, the House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The House Ways and Means Committee and...
13 Oct Investing and the patience of a Gardener
I'm not sure how long I waited for this flower to arrive. It's in the scope of 5 or more years, possibly even longer. Time does fly by. For a long...
11 Oct Harvard Pivots on Fossil Fuels
Last month Harvard University disclosed that their funds would no longer invest in fossil fuels. That’s a nearly $42 billion endowment, shifting gears in the right direction. As a New York...
05 Oct A Map for Your Family
A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as...
01 Oct Four Reasons to Review Your Life Insurance Needs
You may have purchased life insurance years ago and never gave it a second thought. Or perhaps you don't have life insurance at all and now you need it. When...
28 Sep State Income Tax: Depends on Where You Live or Work
Eight states have no state income tax. Of the 42 states with a state income tax (and the District of Columbia), the top marginal income tax rate ranges from 2.9%...
28 Sep Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures home prices in 20...