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Stay on Track: 10 Tips for Midyear Financial Planning

Presented by Michael Zirbel Although we all have the best intentions when we set financial goals each January, a lot can happen in 12 months...

A Closer Look: Why Is the Stock Market Going Down?

Presented by Michael Zirbel Job growth is still at high levels, consumer spending is still healthy, and businesses are continuing to invest. So, you may...

What Happened to Bond Prices—And What Lies Ahead?

Presented by Michael Zirbel If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this year, rising interest rates...

The SEP IRA: Is this Best Retirement Plan for Your Business?

Presented by Michael Zirbel As a self-employed individual or small business owner, you have the ability to establish a simple and cost- effective retirement plan...

Roth IRAs

Presented by Michael Zirbel The Roth IRA as a way for individuals to contribute after-tax dollars to a retirement account where they can grow tax...

Outlook 2022: Opportunity Ahead

Presented by Michael Zirbel As 2021 wrapped up, the world looked different from a year ago—and yet very much the same. Another wave of the...

The Ukraine Invasion-What Does It Mean for Investor Portfolios?

Presented by Michael Zirbel Russia launched attacks on Ukraine yesterday, marking the start of the next phase in the Ukraine crisis. It makes sense that...

Is the Stock Market Poised for a Crash?

Presented by Michael Zirbel With the recent market pullback, investor concerns are starting to mount. To be sure, there is plenty to worry about—the Omicron...

Outlook 2022: Opportunity Ahead

Presented by Michael Zirbel As 2021 wrapped up, the world looked different from a year ago—and yet very much the same. Another wave of the...

Preparing for Medicare Enrollment

Presented by Mike Zirbel  It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from companies...

Prioritizing your financial health in the New Year

Presented by Michael Zirbel It’s that time of year when many people set goals with the hope of changing their lives in the months to...

Your guide to year-end financial planning: A 10-point checklist

Presented by Michael Zirbel From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another...

Tips for avoiding common Holiday Cyber Scams

Presented by Michael Zirbel For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals....

A crash course in 529 Plans and their impact on Financial Aid

Presented by Mike Zirbel Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how...

Do-over options for Social Security claiming decisions

Presented by Mike Zirbel If you claim your social security benefits and then realize doing so might not have been in your best interest, you...

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Presented by Mike Zirbel Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?...

Unsure When to Claim Social Security? Timing Has Its Benefits

 Presented by Mike Zirbel For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you...

Does Your Credit Need Repairing?

Presented by Mike Zirbel Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit...

Pandemic a Non-Issue for the Economy?

Presented by Mike Zirbel From a medical perspective, the pandemic continues. But from an economic perspective? It appears to be over (for now). Nationally, conditions...

Countdown to Retirement

Presented by Mike Zirbel There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. The checklists...
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