Earn 6.89% with Treasury I-bonds
Earn 6.89% Risk-Free on US Treasury I-Bonds! Series I savings bonds are limited to a maximum purchase of $15,000 per person per year. I-Bonds must be purchased directly from the US Treasury with up to $10,000 purchased online and $5,000 through federal tax refunds as...
Update on Recent Stock and Bond Market Activity thru Aug 31, 2022
Update on Recent Stock and Bond Market Activity The Fed Gets SeriousOn Friday, August 26, Federal Reserve Chairman Powell clarified the Fed's commitment to continue raising interest rates until inflation is "under control," even if it causes a recession. In response,...
10 Reasons To Hire a Fiduciary Financial Adviser, such as Fintegrity
10 Reasons To Hire a Fiduciary Financial Adviser, such as Fintegrity 1. Obtain Investment Expertise to Achieve Desired Outcomes, considering your personal preferences and market opportunities 2. Build a Financial Plan Showing What’s Possible 3. Manage Risk 4. Receive...
Do recent stock and bond market losses have you questioning your investment strategy? 🤔
Having the right investment strategy means not feeling stressed during big drops in financial markets.
We’re in a Bear Market! What Happens Next?
Learn what is driving markets lower, reasons to be optimistic about what is next, and what you should do now. Questions? Contact me at jeff@fintegrity.com or 201-266-6829.
Making the Retirement Decision Easier
Are you thinking about retirement? It’s a major decision. An accountant I know said he and his wife think they have enough to retire, but want to be 100% sure before they stop working. He tried several online financial calculators, but correctly recognized that they...
Are You Prepared for Rising Estate Taxes?
Current Estate Tax Current tax law provides an exemption of $11.7 million per person ($23.4 million for a married couple) in 2021 to be passed to beneficiaries without federal estate tax. The federal estate tax rate is currently 40%. Proposed Changes President Biden...
Gamestop Stock Rise and Controversy Explained
Gamestop investments will end in tears for many folks caught up in it.
Investing for Inflation
US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...
3 Steps to Know When You Are Financially Ready to Retire
Determine the Resources You Will Need to Sustain Your Living Expenses Once You Stop Working A common question people ask is “Do I have enough money to retire?” The answer depends on several factors. This 3-Step guide will help you determine the resources you will need...