by fscwuser | Nov 24, 2021 | news
Dear Friends, Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your trusted...
by fscwuser | Apr 14, 2021 | news
Qualified Charitable Distributions A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Steve E Holmes Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a...
by fscwuser | Dec 10, 2020 | news
End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2020. Provided by Steve E Holmes What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a...
by fscwuser | Jul 17, 2019 | news
Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can. Provided by Steve E Holmes Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear...
by fscwuser | May 16, 2019 | news
The Investment Risk You May Not Know About What can you do to allay this risk? Provided by Steve E Holmes Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk,...
by fscwuser | Apr 22, 2019 | news
The Cost of Procrastination Don’t let procrastination keep you from pursuing your financial goals. Provided by Steve E Holmes Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You...
