by Jennifer Tompkins | Aug 2, 2022 | Personal Finance
2022 has been a year of volatility with both domestic issues and foreign affairs causing major swings in the equity and bond markets. As of August 1, the S&P 500 is down -12.58% YTD and the Bloomberg US Aggregate Bond Index is down -8.16%.[1] Declines like these...
by Jennifer Tompkins | Jun 22, 2022 | Personal Finance
Since they were first introduced in 1998, Roth IRAs have been a popular way to generate future tax-free growth and income. You can do this by contributing to a Roth IRA on an ongoing basis or converting traditional IRA or other pre-tax retirement account assets into a...
by Jennifer Tompkins | Jun 17, 2022 | Personal Finance
In honor of Father’s Day, we chatted with Mark Satkoski, CFP®, Principal at Midwest Capital, and dad to 8-year-old Maisie and 5-year-old Sammy to hear his thoughts on teaching his kids about financial literacy. Do you plan to give your kids financial advice? If...
by Jennifer Tompkins | May 19, 2022 | Personal Finance
The world has become increasingly reliant on technology for nearly everything in our day-to-day life, and our financial accounts are a prime example. We oftentimes depend on our online logins to manage our finances from simple banking needs to our retirement accounts....
by Jennifer Tompkins | May 6, 2022 | Personal Finance
In honor of Mother’s Day, we sit down with our own Laura Corbiani, CFP® and mom to four-year-old Elsie to hear her thoughts on the importance of teaching her daughter about financial literacy. Do you plan to give your daughter financial advice? Yes, I plan to...
by Jennifer Tompkins | Apr 20, 2022 | Personal Finance
As you approach retirement you’ve likely noticed your focus shifting. Instead of working for the weekend you’re making more plans, both long- and short-term. With these life changes comes a necessary change in how you think about and interact with your investment...
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