Watch the Mollot and Hardy Financial Planning Presentation. Learn how different factors such as interest rates or company size affected performance of stock and bond markets.
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Elvis once sang, “Home is where the heart is.” Well, according to a recent study that parsed U.S. Census data, home is also where a good chunk of the money is. ResiClubAnalytics found that nearly 40…
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More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far. In other words, the COLA will raise the average…
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Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside, which…
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The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million for individuals as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate…
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Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable…
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