Financially Speaking Blog
All Eyes on the Earnings Picture
Publicly traded companies are required to disclose their financial performance to regulators and shareholders on a quarterly basis. News organizations and investors pay close attention to these reports because they…
Signs That You’re Ready to Retire
Signs That You’re Ready to Retire Deciding when the time is right to retire can be difficult, but thankfully there are some common benchmarks and indicators that can help you…
A Beginner’s Guide to Inflation
A Beginner’s Guide to Inflation A June 2023 Forbes article, The Price is Right: U.S. Inflation Hits Two-Year Low in May a combination of higher interest rates, easing supply chain…
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision…
Don’t Underestimate these Retirement Expenses
Don’t underestimate these retirement expenses As you head toward retirement and your excitement grows, don’t forget to consider your likely retirement expenses. An AARP article, 10 Biggest Expenses in Retirement…
Financing Options to Help You Ride the Mortgage Rate Roller Coaster
The mortgage industry has been on a roller coaster ride over the last couple of years. Interest rates for fixed-rate mortgage loans were at historical lows during the beginning of…