Archive for December 2021
The 10 merriest reasons to be jolly about retirement
Our friends at ThinkAdvisor.com have put together a list of the Top 10 Merriest Retirement Facts of 2021. At the brightest time of year, it’s nice to know there are genuine highlights on the retirement front. Here’s the list: 1. The 2022 Social Security Cost of Living Adjustment will be 5.9%. Yes, inflation this year…
Read MoreAdvisor David Smith earns CERTIFIED FINANCIAL PLANNER™ certification
We are pleased to announce that Wealth Management Advisor David Smith has earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. This is a significant accomplishment in David’s financial services career as it signals that he has met the board’s rigorous training and experience requirements and is committed to the high ethical standards required…
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