HOME TEAM CONTACT SERVICES MEDIA TRENDING RESOURCES MARKET WATCH LOGIN Blog SEPTEMBER 23, 2021 Signs of a Scam…and How to Resist It Security - Fraud InAlthough scammers often target older people, younger people who encounter scams are more likely to lose money to fraud, perhaps because they have less financial experience. When older people do fall for a scam, however, they tend to have higher losses. AUGUST 27, 2021 Don’t Let Debt Derail Your Retirement Debt, Retirement Debt poses a growing threat to the financial security of many Americans. The percentage of older Americans with debt is at its highest level in almost 30 years, and the amount and types of debt are on the rise. AUGUST 3, 2021 Considerations When Making Gifts to Children Estate, Financial Planning If you make significant gifts to children there are a number of things to consider. JUNE 17, 2021 Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains Covid 19, Economic Recovery 2021 As the economy reopens fully and all at once, consumers are again experiencing a wide array of shortages. JUNE 10, 2021 New Changes to College Financial Aid and Education Tax Benefits Covid 19, Education In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. MAY 6, 2021 Rising Inflation: Where Will It Go from Here? Economic Recovery 2021, Inflation In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. APRIL 13, 2021 How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan? Financial Planning, Retirement IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. FEBRUARY 23, 2021 When You Can’t Speak for Yourself Estate, Financial Planning, Retirement Taking the time to express your wishes in advance could help ensure that your health-care and financial affairs are handled as you wish. FEBRUARY 2, 2021 Prepare Your Finances for the Next Emergency Financial Planning, Retirement If there’s one financial lesson many people will take away from the pandemic, it’s the importance of a well-stocked emergency fund. In fact, a mid-2020 survey found that respondents’ top financial regret was not having enough emergency savings to withstand the crisis — and this was true for every income group.1 JANUARY 12, 2021 Saving for Retirement – The 4% Rule Financial Planning, Retirement Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle. CATEGORIES 403(b) Plans 457(b) Plans Blog Budget Covid 19 Debt Economic Recovery 2021 Education Estate Financial Health Financial Planning Inflation Investments Required Minimum Distribution Retirement Security – Fraud Uncategorized RECENT POSTS Signs of a Scam…and How to Resist It September 23, 2021 Don’t Let Debt Derail Your Retirement August 27, 2021 Considerations When Making Gifts to Children August 3, 2021 ARCHIVES September 2021 August 2021 June 2021 May 2021 April 2021 February 2021 January 2021 December 2020 October 2020 September 2020 August 2020 June 2020 April 2020 January 2020 November 2019 September 2019 Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CLIENT LOGINS Cadaret Grant Client Login NETXINVESTOR CLIENT LOGINS Cadaret Grant Home Page WECK WKBW Google Finance Yahoo Finance