Guest Blog: Social Security benefits are increasing. How will it affect your taxes?
Social Security benefit changes may have an impact on the taxes you pay.
SAFE Haven of Racine receives 2022 Client Appreciation Donation
SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…
October 2022 update on market conditions
Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.
Understanding inflation, recession and the Fed
Understanding inflation and recession is increasingly complex due in part to changing definitions, so how do we know if we’re in a recession?
Celebrating financial independence
As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.
Fed raises interest rate: what does it mean?
The Fed increased interest rates by 75 basis points in attempt to curb inflation but risks an accelerated move toward recession.
The bear has returned to Wall Street
The bear is not a welcome visitor to the U.S. stock market, but nonetheless he has returned for what we hope is a short stay.
How couples have successful conversations about money
Conversations about money can be difficult for some couples. Try easing the tension using a few easy strategies
A Social Security primer: Knowing your options
Understanding how Social Security works can be complicated. Learn more about things to consider and about your options.
Why we sharpen the saw
We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.