Tax benefits, flexible contribution options, and potential investment growth. As the academic year progresses, many high school seniors are filled with excitement and anticipation as…
Dan KerrApril 17, 2024
Proactive planning today can safeguard your financial well-being tomorrow. On Friday, April 5th, a 4.8 magnitude earthquake rattled buildings and residents across portions of…
Dan KerrApril 11, 2024
When we turn 65, there will be a 70% chance of needing some form of LTC. Talking about long-term care (LTC) can be challenging, and…
Dan KerrMarch 27, 2024
Trying to reconcile recent market advances with not-so-good economic data. The current state of the U.S. stock markets presents a perplexing scenario: while optimism thrives…
Dan KerrMarch 21, 2024
Investors should remain agile and watch economic indicators and trends. In a twist that has left many investors and analysts scratching their heads, gold has…
Dan KerrMarch 14, 2024
It’s a calculated strategy to help ensure long-term stability for the economy. As a financial advisor, my goal is to navigate the ever-changing economic landscape…
Dan KerrMarch 7, 2024
Inflation impacts today’s savings rates and tomorrow’s retirement comfort. Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its…
Dan KerrFebruary 20, 2024
There are out-of-pockets, limitations and gaps that Medicare doesn’t cover. Medicare is a federal health insurance program for individuals aged 65 or older and certain…
Dan KerrFebruary 13, 2024
The SECURE 2.0 Act has sparked retirement confusion and concerns. Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about…
Dan KerrFebruary 8, 2024
What is Driving the Markets Beyond Anticipated Fed Rate Cuts In the midst of a market rally, investors are grappling with the puzzle of what…
Dan KerrJanuary 24, 2024
Navigating these demands an adaptable approach to financial planning. As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation,…
Dan KerrJanuary 17, 2024
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An Assorted Pick
Recent IRS Updates to Defined Benefit Plans
An opportunity to fine-tune your approach to pension risk management. As a financial advisor addressing Plan Sponsors of Defined Benefit (DB) pension plans, I want…
The Perilous Thrill of Investing at Market Peaks
Navigate market highs with caution, informed decisions, and guidance. Standing at the peak of a mountain, gazing down the exhilarating, steep slope ahead, a skier…
