Financially Speaking Blog
Three Things to Account for in Retirement Budget
Peering from some high window, at the gold of November sunset and feeling that if day has to become night, this is a beautiful way. – E.E. Cummings Here are…
Federal Reserve Rate Cut: What It Means
When the Federal Reserve moves, it’s more than a headline – it ripples through everyday finances, as a recent NerdWallet article headlined Fed Trims Rate: What Does It Mean For…
The Top 10 Retirement Planning Mistakes You’ll Want to Avoid
Retirement should be a time to relax and enjoy the rewards of your hard work, but poor planning can quickly turn those golden years into stressful ones. A 2022 Natixis…
Understanding The “One Big Beautiful Bill Act” – What It Means for You
You’ve likely seen the headlines about sweeping changes to the tax code and retirement rules thanks to the newly proposed One Big Beautiful Bill Act (OBBBA). Here’s a plain-English guide…
Checklist: Is It Time for Assisted Living?
By Jennifer Reimer How do you know when loved ones are ready for assisted living? Use these guidelines to help spot the warning signs of aging and illness. Rosalyn Carter…
How You Can Handle The Volatile Tariff Picture
As President Trump’s tariff policies rattle global markets, in general, financial advisors are urging investors to stay calm, think long-term, and make strategic moves rather than panic. Retirement plan providers…