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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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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Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater…
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Financial Strategies for Women Key Takeaways Despite sharing money management duties, only 19% of women feel very confident in their ability to retire comfortably. Compound interest may be one of the greatest secrets of smart investing….
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