Blog
A Bucket Plan to Go with Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment your...
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending. In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical...
Ask Triangle – May 5, 2023
Market Updates According to the recent U.S. Bureau of Labor Statistics (BLS) Employment Situation Summery for April, the economy continues to be strong with unemployment low at 3.4% and job growth reaching 253,000. In particular, the leisure and hospitality industry...
Inflation & Your Money
"If the current annual inflation rate is 7.9 percent, why do my bills seem like they're 10 percent higher than last year?"1 Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect...
The Cost of Procrastination
Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You've experienced one...
Pullbacks, Corrections, and Bear Markets
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum. Pullbacks. A pullback...
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now. You may be wondering if it's time to draw up a will. Even if you don't have a large net worth. Watch video...
Ask Triangle – April 7, 2023
Market Updates While the Federal Reserve expects inflation to begin slowing down, it may still take a while as consumer spending tightens and job growth slows. Credit also continues to tighten, which affects all rate-sensitive sectors, especially housing. Home sales...
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill. Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
