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Might the Debt Ceiling Aftermath Push Up Rates?

Submitted by Neville Associates on August 3rd, 2023

An investor’s perspective now that the threat of a default has receded

 

The debt ceiling and its implications have long been a topic of discussion among market watchers, and new developments have reignited these debates. Recently, we witnessed a critical step forward as an agreement to suspend the debt ceiling until January 2025 was reached.

Tags:
  • Navigating Market Volatility–or Not
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3 Ways Planning for Retirement is Like Planning for Summer Break

Submitted by Neville Associates on June 23rd, 2023

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.

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  • retirement planning
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401(k) Rollovers Can Make or Break Retirement

Submitted by Neville Associates on June 23rd, 2023

Making informed decisions about retirement is crucial to financial independence

 

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  • 401(k)
  • retirement planning
  • Rollover
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Retirement Annuities Explained: What They Are and How They Work

Submitted by Neville Associates on June 23rd, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A successful retirement plan provides the ability to maintain your lifestyle for the duration of your life.

Tags:
  • Annuities
  • retirement planning
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Last Minute Considerations for the FAFSA Deadline

Submitted by Neville Associates on June 23rd, 2023

For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordable. To determine if your student qualifies for financial aid, you must fill out the Free Application for Federal Student Aid, or FAFSA, by the deadline.

Tags:
  • College Planning
  • FAFSA
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Retiring as a Small-Business Owner: What to Know Before You Go

Submitted by Neville Associates on May 4th, 2023

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should all business owners know before they go?

 

Set Specific Retirement Goals

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What to Know Before Drafting a Will

Submitted by Neville Associates on May 4th, 2023

A will is an important document most people don’t want to think about, but it’s crucial to have in place to protect your assets and ensure your loved ones receive what you want them to.

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A Tough Times Survival Guide for Small Businesses

Submitted by Neville Associates on May 4th, 2023

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in helping them succeed when times are rough, there are a few strategies that can make survival a little easier.

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6 Ways to Improve Joint Health

Submitted by Neville Associates on May 4th, 2023

Your joints are vital to a healthy and active life, but when they cause pain, you might find it harder to enjoy everyday activities. The good news is that there are easy ways to protect and improve joint mobility so you can do things you love like taking a walk and dancing. Follow these tips to help maintain and even improve your joints.

Build muscle

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Medicare Will Not Cover All Health Care Costs

Submitted by Neville Associates on March 31st, 2023

 

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 younger people with disabilities.

Tags:
  • Medicare Will Not Cover All Health Care Costs
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