Understanding the debt ceiling
Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.
Is “Stay the Course” good financial advice?
Do you have adequate “rainy day” funds, appropriate debt levels, and an investment plan built around your risk tolerance and financial objectives?
How the FDIC helps protect your money
The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.
Preparing for expenses in retirement
Preparing for expenses in retirement and in the years before will help ensure you do not out live your available money once you retire.
Boost your 401K contribution
Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.
The smart way to donate
The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.
Identity theft incidents on the rise
With an incident occurring every 22 seconds, 33% of Americans have faced some form of identity theft at some point in their lives.
A historical view of recession
The U.S. has experienced two consecutive quarters of negative GDP growth in 2022 but the NBER has yet to call our current condition a recession.
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.