Blog
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands. Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded...
Assess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2021 study conducted by Life...
IRA Withdrawals That Escape The 10% Tax Penalty
The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other than retirement.1 Yet, policymakers...
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle. The business cycle – also known as the economic cycle – refers to fluctuations in...
Ask Triangle – June 2, 2023
Market Updates Overall, the economy continues to be strong and resilient. A recent Jobs Report from the U.S. Bureau of Labor Statistics showed 339,000 jobs added and that the unemployment rate rose to 3.7%. It is interesting to note that the jobless rate is both the...
How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may...
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...
