During the first six months of 2022, we witnessed a number of economic changes. Financial markets took notice and, since mid-January, have reacted with sharp declines in equities and fixed income.

There are many choices when it comes to saving for retirement. Choosing between a Roth IRA and or Traditional IRA is one of them. The decision should be specific to your individual circumstances and is largely driven by taxes.

Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health is declining, and benefits may eventually be reduced unless Congress acts.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years into the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

It’s hard to believe, but we are six weeks into 2022. The Rams and the Bengals are about to square off in ‘The Big Game,’ we’ve actually gained an hour of daylight since December 21 (I am an optimist), and the tell-tale Valentines are everywhere.

The IRS will begin accepting filings on January 24, 2022. Taxes are due on April 18, 2022. To meet this deadline, please have your information to us no later than April 4, 2022. If received after this date, we may have to file your taxes on extension.