Benefits Of A Trust Versus A Will
A properly drafted will or trust is essential for anyone that has assets to leave to heirs. Either a will or a trust allows you...
Blog – Education
Please choose any of the following articles below that interest you. Each article is listed under the month it was written. Articles written in prior months may still have educational interest.
Older Americans Still Holding On To Student Debt
There are now about 8.5 million Americans over the age of 50 that are still paying off student loans, representing the fastest growing amount of...
Stress Induced By The Pandemic Creates Health Concerns
Nearly a year and a half since the WHO declared Covid-19 a global pandemic, millions of Americans are experiencing ongoing health effects as a result...
Some Jobs & Workers May Not Come Back
As the pandemic extended its damage to the economy over the past year, many employers who lost employees to generous unemployment benefits decided to not...
Rates Pulled Back In July
Treasury bond yields fell as markets reacted to increasing infections globally. The 10-year Treasury bond yield closed at 1.24% on July 31st, down from 1.45%...
Stocks Advanced Cautiously In July
Concerns surrounding the Delta variant and rapid rise in infections drove equity volatility higher as economic and earnings growth estimates were redrawn. Equity markets were...
Companies Passing Higher Costs On To Consumers
Businesses across various industries are experiencing higher input costs such as fuel, freight, labor, and materials including steel and aluminum. In order to maintain margins...
Tax Repercussions Of The Child Tax Credit
This past month, around mid-July, millions of Americans received a tax credit deposit to their bank accounts. This was a surprise for many, yet part...
CD Rate History – Historical Note
Not since the days of inflation and high interest rates have Certificates of Deposits (CDs) been perceived as a viable source of income for retirees...
65-Year Olds Projected To Exceed 18-Year Olds – Domestic Demographics
Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the United States may look like in the...