New Year, New Goals: Strategies for Defining and Achieving Financial Objectives in 2025
As the calendar turns to 2025, many of us find ourselves reflecting on the past year and looking ahead with optimism and determination. The new year provides a fresh opportunity to set meaningful goals and take charge of your financial future. Whether you’re planning for retirement, navigating a significant life change, or refining an already […]
Market Performance: Consumer Sentiment Doesn’t Tell the Whole Story
As we approach 2025, headlines about consumer sentiment continue to dominate financial news cycles. While November’s University of Michigan Consumer Sentiment Index reading of 71.8 was up from October’s reading, it was still significantly below its long-run average of 85. So, is this a sign of a strong equity market or a weak one? Historical […]
Retirement Plan Changes Coming in 2025
The retirement planning rulebook is getting a facelift in 2025 as more provisions of the SECURE Act 2.0 take effect. Whether you’re just starting your career, approaching retirement, or anywhere in between, understanding these changes is important for making informed decisions about your financial future. Automatic Enrollment: A New Standard for Workplace Retirement One of the […]
Bright Start 529 Plan Changes: What You Need to Know
College savings plans, much like the students they support, must evolve to meet the challenges of tomorrow. Many of our clients have invested in the Illinois Bright Start College Savings Plan for many clients. For Bright Start 529 College Savings Plan account holders, a change has occurred – there is now a new program manager, […]
How the Stock Market Dances to the Election Tune: Myths vs. Reality
As we approach another pivotal election year, investors often find themselves caught in a whirlwind of speculation about how the stock market might react. Will it soar with one party’s victory or plummet with another’s? It’s a tantalizing question that has captivated market watchers for generations. But before you start rearranging your portfolio based on […]
