March Newsletter

An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement. As the name implies, the account is for an individual. It cannot be held jointly with your spouse or another person. An IRA offers significant advantages, including: Tax...

February Newsletter

What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. The American Medical Association says, “Regular physical exercise is one of the single most important...

January Newsletter

Are you familiar with how our federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Conservatives, hoping to thwart the idea, proposed passing the bill as they believed 75% of the states would not...