by Kim Hall | Dec 6, 2023 | Uncategorized
When it comes to investing, there’s a plethora of technical jargon standing in the way of your money management – what’s a fiduciary? How does a bond work? When would early withdrawal from your IRA make sense? Fortunately, there are also financial guides (AKA...
by Kim Hall | Nov 8, 2023 | Financial Planning, Retirement
For a government program designed to help people feel more secure, few topics strike more panic in the hearts of retirement-minded people than the future of Social Security. Case in point: Earlier this year, we sent a survey to all of our clients asking them to name...
by Kim Hall | Oct 5, 2023 | Trivia
Last year, we asked you how much Americans were planning to spend on Halloween expenses (the answer was $10 billion). This year, that number has jumped by a couple billion dollars. So our question this month is this: How much do Americans expect to spend per household...
by Kim Hall | Sep 6, 2023 | Trivia
The average cost of a new car is rapidly approaching $50,000 – the highest it’s ever been. But the costs continue even after you’ve purchased your new ride. So our question is this: According to the AAA, what is the average annual cost to own and operate...
by Kim Hall | Jul 27, 2023 | Trivia
SmartAsset recently released a new study measuring where the income threshold lies for the top 1% of wealth in individual states. Oregon came in at #22, where you have to earn at least $571,813 to be in the top 1%. West Virginia was last, with an income threshold of...
