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Home Posted by: Cara Roberts

Cara Roberts

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Ringing in the New Year in Your Golden Years

  • Posted November 30, 2023
  • by Cara Roberts

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. So…

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Blog

Social Security Benefits Set to Increase in 2024

  • Posted November 30, 2023
  • by Cara Roberts

Proper financial planning includes forecasting future Social Security benefits   In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a…

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Blog

Dos and Don’ts for Investing During the Holidays

  • Posted November 30, 2023
  • by Cara Roberts

In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are…

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Blog

2023 Year-End Tax Tips

  • Posted November 30, 2023
  • by Cara Roberts

Here are some things to consider as you weigh potential tax moves between now and the end of the year.   1. Defer income to next year Consider opportunities to…

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Blog

Trusts and Year-End Planning: A Checklist

  • Posted October 24, 2023
  • by Cara Roberts

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer…

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Recent Posts

  • Ringing in the New Year in Your Golden Years
  • Social Security Benefits Set to Increase in 2024
  • Dos and Don’ts for Investing During the Holidays
  • 2023 Year-End Tax Tips
  • Trusts and Year-End Planning: A Checklist

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