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With the cost of goods on the rise, it might be time for a mid-year budget check-in. So review the income and expense items below to ensure your financial plan stays on track.

While the news aims to spark fear and anxiety, expert data and research are available to help the average investor filter through the fearmongering chants to ease anxiety.

On Monday, June 13, 2022, the S&P 500 closed at 3,750.50, 21.8% lower than the last high on January 4796.56, signaling a new Bear Market. If you're concerned about inflation or a possible recession, it might be time to reassess your goals.

Just as wilderness explorers are likely to encounter bears along their paths, so will investors. We cannot hide and avoid them altogether. Let's apply the same logic as if you encountered a bear in the wild.

Protect your collection with an effective estate plan. Don't let your prized possessions become a burden to your heirs. Make a plan today!

Take the seven-step "collectors" test to find out if you should buy it, keep it, or let it go.

Research shows working with a financial advisor provides 1-2% greater net returns than managing your own investments. See all the reasons why working with a fiduciary is money well spent.

Developing a financial plan to invest and make regular withdrawals can ensure your money lasts for the rest of your life, your spouse's life, and beyond, but managing those funds can be complicated.

Calculating retirement savings goals is not a perfect equation. Determining that number can help you feel confident, and achieve comfort in retirement.

A review of first quarter global market returns.