by lindapowell | Dec 8, 2020 | Articles, In The News, Uncategorized
Numbers to know for the new year On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary...
by lindapowell | Mar 6, 2018 | Articles, did you know, Uncategorized
In monitoring your Social Security profile, you may help to thwart fraud Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may...
by lindapowell | May 4, 2017 | Uncategorized
May 2017 THE MONTH IN BRIEF In April, investors kept one eye on impressive corporate earnings and another on geopolitical developments in Asia and Europe. Earnings ultimately drew the most attention – the Dow Jones Industrial Average rose more than 1% for the month,...
by cambridgesourcesites | Feb 8, 2016 | Uncategorized
Life & Money In Concert Newsletter Issue: Vol 4 Issue 12 December 2015 1) You! We love seeing and talking with you. Working with you...
by amybrandts | May 4, 2011 | Uncategorized
The fee-based solutions we offer our clients reflect our belief that your financial planning and investment management should complement your personal lifestyle, the plans you have made and the goals you have set. The solutions: TRADITIONAL FINANCIAL PLANNING,...
