Mccabe Investment Advisory

Read the June issue of Financial Watch here: https://bit.ly/financialwatch-june24

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

U.S. Service Members should consider taking advantage of programs that are available.

Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical.

During a quiet week for , all eyes will be on the retail sales report Tuesday. Join CIO Gene Goldman, CFA on the latest episode of as he explains how this report could reflect the weakening customer.
https://bcove.video/3ZLBnJB

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-jun24

All attention will be on the ’s FOMC meeting this week. Join CIO Gene Goldman, CFA on the latest episode of as he explains what we can expect to learn about the Fed’s projections from their Dot Plot.
https://bcove.video/3ZLBnJB

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

What to Look for in an Extended-Care Policy Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

This Monthly Recap summarizes market performance, major events and news from May 2024. Read more here: https://bit.ly/4581Gxs

Out of all the reports showing us the performance of May’s economy, this Friday’s payroll report is the most important. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains why he thinks this report could be weaker than expected – and what that could mean for interest .
https://bcove.video/3ZLBnJB

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Even low inflation rates can pose a threat to investment
returns.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

In a quiet week for the , CIO Gene Goldman, CFA turns his focus to Core PCE, the ’s preferred measure of inflation. Join him on as he discusses why the Fed prefers this measure, why it could be lower than expected and what that may mean for rate cuts this year.
https://bcove.video/3ZLBnJB

Here are 5 facts about Social Security you absolutely need to know.

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

The question everyone has: Will Social Security be around for you? Read this.

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The are firmly focused on the ’s next move – and whether it will cut rates. Join CIO Gene Goldman, CFA on this week’s episode of as he discusses the one important fact that will come from Wednesday’s release of the FOMC minutes from the Fed’s May 1 meeting.
https://bcove.video/3ZLBnJB

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Read the May issue of Financial Watch here: https://bit.ly/financialwatch-may24v2

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-may24

This Wednesday, we’ll see the Consumer Price Index (CPI), the most closely watched economic indicator. Join CIO Gene Goldman, CFA on this week’s episode of as he discusses why this report is so important and what he expects to get from it.
https://bcove.video/3ZLBnJB

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates.

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.