SKAFCO

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.

Sandwiched between caring for kids and parents? Use this as an opportunity to learn from one generation and teach the next.

Are You in the “Sandwich Generation? Are you part of the

There is no love like a mother's love. Wishing all mothers a relaxing and beautiful Mother's Day. Enjoy your time celebrating!

How can you make family discussions about estate planning easier? Express your values, be open, and involve professionals.

A Hard Conversation Made Easy Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.

New Retirement Contribution Limits for 2024 A look at the new, record-high retirement contribution limits from the IRS.

Are you overpaying your ? Here’s five overlooked .

Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill.

The reasons to may have nothing to do with your . Here are four good reasons.

Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are?

From our family to yours, Happy Valentines Day!

As retirement approaches, enhance your financial well-being. Explore some key tips for a prosperous retirement.

Tips for Improving Your Financial Health into Retirement Here are ten key steps to help improve your financial health and make the most of your retirement years.

Plan for a tax-savvy retirement to potentially keep more of what you earn with these key tax strategies.

Tax Strategies for Retirement Account Withdrawals Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

Pursue financial wellness on your journey to retirement with these key strategies.

Financial Wellness on Your Path to Retirement Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

Check out the latest article for five compelling reasons to take action now and invest in your financial future through your 401(k).

5 Reasons to Invest in Your 401(k) Did you know that your savings can compound over time?

As retirement approaches, enhance your financial well-being. Explore some of our key tips for a prosperous retirement and allow us to help you plan ahead!

Tips for Improving Your Financial Health into Retirement Here are ten key steps to help improve your financial health and make the most of your retirement years.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Keeping Up with the Joneses

The office is closed today in observation of Martin Luther King, Jr. Day. We will reopen tomorrow, Thursday the 16th.

Check out our latest article for five compelling reasons to take action and invest in your financial future through your 401(k). It's also a great time to review your contributions to your 401(k) and other retirement accounts!

5 Reasons to Invest in Your 401(k) Did you know that your savings can compound over time?

Need to update your beneficiaries? Schedule a meeting with us today!

Volatility remains in the economy and financial markets in 2024. However, the team lays out how that volatility might signal opportunity for investors in its 2024 Annual Outlook. Read more here. https://www.cetera.com/CIM-2024-market-outlook

Experience the magic of domestic winter destinations with a cozy inn, fireside cocoa, ice skating and twinkling lights, just like living in a snow globe! Travel + Leisure is here to help you inspire your winter getaways:

20 Most Beautiful Winter Towns in the U.S. Plan a trip to these real-life winter wonderlands around the U.S.

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

📢📊 Six key questions for US stock investors in the second half of 2023.

1️⃣ WHERE'S THAT RECESSION? Economic concerns linger despite a resilient US economy. Will a soft landing continue?

2️⃣ HOW FAST WILL INFLATION FALL? Inflation rates are moderating, but still above the Fed's target. Will it reach the desired level?

3️⃣ CAN THE RALLY BROADEN? Megacap stocks are driving gains, but is the rally sustainable without broader participation?

4️⃣ WHEN WILL AI BEAR FINANCIAL FRUIT? Advances in AI have boosted expectations, but when will the benefits materialize?

5️⃣ WHERE ARE THE WEAK SPOTS? The banking sector crisis may have been averted, but what about vulnerabilities in commercial real estate?

6️⃣ CAN EQUITIES COMPETE WITH BONDS AND CASH? Rising rates have made fixed income assets more appealing. Will it affect stock returns going forward?

Stay informed and navigate the market with these crucial questions in mind!



Source:

Six questions facing US stock investors as 2023's second half nears The U.S. stock market has powered higher in the first half of this year despite numerous obstacles, from banking sector turmoil to recurring doubts about the economy's health.

Right here in Columbus, Ohio!

Look To Hospitality For The Future Of Commercial Real Estate And In-Office Work Adapting to consumer needs has not been a part of the commercial office model, which struggles in the era of remote work. Looking to the hospitality industry could help.

Avoid these common missteps when naming your beneficiaries:

1. Naming unavailable beneficiaries (like minors)
2. Not updating your beneficiaries
3. Not getting a financial professional's help

A beneficiary designation is legally binding outside of your will. That means if an ex-spouse is still named as the beneficiary of your 401(k), they will receive the money. To avoid these unintended consequences, be sure to review and update your beneficiary designations regularly, especially after significant life events.

Read the latest weekly market update from Cetera Investment Management: bit.ly/44NRjhw

Building wealth that lasts generations requires a long-term mindset, strategic planning, and disciplined ex*****on. Here are some tips for starting that process:

1. Invest your money wisely
2. Avoid unnecessary debt
3. Teach the next generation about finances

Permanent life insurance provides coverage for your lifetime, so long as you continue to pay premiums. The cost varies by policy type but is often between 5-15x term policy rates. Keep this in mind as you determine which life insurance plan is right for you.