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Prepare for Medicare Part B premium increases in 2025. Learn how these changes could affect you and discover ways to adjust your financial plans accordingly.

Reflect on year-end health and finance tips to prepare for a prosperous new year. Balance self-care, mindful eating, and financial planning for holistic well-being.

When the government shuts down, so do several agencies that put out the economic reports the Fed looks at when setting interest rates. In fact, the delayed September Consumer Price Index report, which was released on October 24, was...

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...

Nurses, balance your year-end with practical finance and health tips. Review goals, embrace self-care, simplify life, and savor small joys for well-being.

What happens during a government shutdown, and how might this affect you? Unless the government employs you or you are planning a trip to the Smithsonian, you might not even notice. Social Security checks will arrive as scheduled, and...

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There are a lot of tax-law changes tucked in the nooks and crannies of the 800+ page One Big Beautiful Bill. One that you may have heard about created a $10,000 tax deduction when you finance a new car. But as you can see, in June,...

Warren Buffett once said, "If you mix your politics with your investment decisions, you're making a big mistake.” There appears to be some truth in Buffett’s quote following a contentious 2024 election cycle. Check out the chart below...

November

Ryan Peterson

Friday, November 22, 2024

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No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual deductible—the amount paid before insurance begins to pay for health services—will...

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As we inch closer to the second half of 2024, I’ll give you three reasons to be optimistic about the outlook for the financial markets. We have an election on the horizon, so you’ll likely hear mixed messages about the economy’s...

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AGENCY BLOG TEST AGAIN

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Community Parade

Ryan Peterson

Thursday, March 16, 2023

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Community Parade

Ryan Peterson

Wednesday, February 8, 2023

Hello Parade in town

Picnic

Ryan Peterson

Wednesday, January 25, 2023

5 Key Insights to Guide Investors in 2023 body, p { margin-top: 8px; margin-bottom: 8px; } 5 Key Insights to Guide Investors in 2023January 11, 2023Bradley Mendel, CFP®, EA | Vice President & Wealth Adviser2022 was a challenging...

How the Debt Ceiling and Government Spending Impact Investors

Ryan Peterson

Wednesday, January 25, 2023

How the Debt Ceiling and Government Spending Impact InvestorsJanuary 25, 2023Bradley Mendel, CFP®, EA | Vice President & Wealth AdviserOver the past week, there has been nonstop news coverage on the federal government hitting the...

Christmas

Ryan Peterson

Monday, December 19, 2022

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Hello

Blog Post Test

You may have heard by now that President Joe Biden announced his long-anticipated plan to cancel some student loan debt for eligible American borrowers after months of anticipation and pressure. Considering that 45.5 Million Americans...

Community Parade

Ryan Peterson

Tuesday, August 30, 2022

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Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

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July

Ryan Peterson

Friday, July 22, 2022

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Hello in July Markets slid.

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Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting.Throughout April, Fed Chair Jerome Powell and several Fed Governors talked about the need to keep raising short-term rates to...