Broker Check

Investment Commentary

Social Security Planning

Social Security Planning

An important component of retirement planning for most Americans is Social Security. Despite it's seemingly straightforward process, many Americans are unaware of strategies which may affect their decisions regarding Social Security. Here are three strategies which may maximize your benefits in retirement.

Benefits and

Earning Years

Strategy 1

Deciding Which Year

to Begin Benefits

Strategy 2

Spousal

Benefits

Strategy 3

How are You Feeling About the Possibility Of a Recession in 2023?

Estate Planning 101

A will may not protect your assets from certain probate expenses, and it won't help your loved ones make decisions in the case of catastrophic illness or injury. Find out about other elements that may be essential to a successful estate management strategy.

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These Months are More Volatile Than Others

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

Estate Planning: When Children Turn 18

Having a child turn 18 is cause for big celebration! As excited as you may be for them to start taking ownership of their lives and accountability for their actions, there are some areas of control you may not want to give up quite yet. As a parent, you may be surprised to know that this milestone also brings with it an abrupt change to what you’re allowed to know about your kid and what decisions you’ll no longer have a right to make.

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Stagflation. Should we be Worried? 

Stagflation. Should we be Worried? 

June 2022

June 2022 Market Volatility Toolkit

Handling bumpy times with confidence.

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May 2022 - Don't Panic - A Bull Case for Equities by Philip Blancato, Ladenburg 

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Markets in Perspective

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Required Minimum Distribution Facts

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IRS RMD Worksheet

The IRS, under Presidential executive order signed in 2018, studied life expectancy tables used to determine RMDs, and updated those tables to reflect current longevity improvements. The new set of RMD tables for January 1, 2022 will lower RMDs slightly for most ages. 

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Secure Act Update

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