Preparing to Age in the RIGHT Space

Preparing to Age in the RIGHT Space

By 2030, America’s population of aging Baby Boomers will surpass 70 million – 61 million of them will comprise the ‘younger old’ (aged 66 to 84) while the other 9 million will make up the ‘oldest old’ (aged 85+).1 One of the important decisions facing all 70 million...

Financially Subsidizing Your Adult Children

Financially Subsidizing Your Adult Children

Risks, rewards and potential pitfalls For many members of the Millennial and Gen Z generations, massive student loan debt burdens in conjunction with difficult economic conditions, including persistently high inflation, increased borrowing costs, and soaring rents,...

Quarterly Economic Review 1st Quarter 2023

Quarterly Economic Review 1st Quarter 2023

Higher for Longer As U.S. and global financial markets contend with upcoming economic data and what it reveals about the state of the markets, we expect to see continued volatility. A number of geopolitical issues may further inject financial uncertainty. Still, we...

Maximize Your Charitable Giving Tax Benefits

Maximize Your Charitable Giving Tax Benefits

It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to understand and maximize any tax benefits that could come with your charitable contributions this year. As part of the Inflation Reduction Act,...

Congratulations Nick Bucci

Congratulations Nick Bucci

  Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional’s programs are the largest and most widely published service...

Think Before You Withdraw

Think Before You Withdraw

Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates.  More recently, corporations have begun to announce...

Quarterly Economic Review 4th Quarter 2022

Quarterly Economic Review 4th Quarter 2022

Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...

Politics and Portfolios

Politics and Portfolios

Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...

Year End Smart Money Financial Tips

Year End Smart Money Financial Tips

As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...

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