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selective focus photography of assorted-color balloons by Adi Goldstein courtesy of Unsplash.
Christopher Demarest | Dec 2, 2024

Important Birthdays Over 50

Retirement
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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person using laptop by John Schnobrich courtesy of Unsplash.
Christopher Demarest | Nov 18, 2024

Identity Theft in Retirement: How to Protect Yourself

Retirement
Identity theft is a threat that could damage or derail your retirement. Learn how to take proactive steps to protect yourself.
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man in green jacket walking on sidewalk during daytime by Markus Spiske courtesy of Unsplash.
Christopher Demarest | Nov 4, 2024

Why Is It Called 'Black Friday'?

Personal Finance
How the biggest shopping holiday of the year got its name.
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person using MacBook Pro by Campaign Creators courtesy of Unsplash.
Christopher Demarest | Nov 4, 2024

Your Year-End Financial Checklist

Personal Finance
Saving
Aspects of your financial life to review as the year closes.
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Christopher Demarest | Nov 4, 2024

Monthly Observations from CIO, Chris Zaccarelli

Market Commentary
Chris Zaccarelli's Monthly Observations for October 2024.
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man and woman sitting on bench facing sea by Matt Bennett courtesy of Unsplash.
Christopher Demarest | Oct 28, 2024

What to Look for in an Extended-Care Policy

Insurance
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Christopher Demarest | Oct 28, 2024

New 2025 Income Tax Brackets Are Set

Tax Planning
The IRS has adjusted federal income tax bracket ranges for the 2025 tax year to account for inflation. Here's what you need to know now.
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Christopher Demarest | Oct 28, 2024

Is Downsizing Right for Your Retirement?

Retirement
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
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ILLUSTRATION: ELENA SCOTTI/THE WALL STREET JOURNAL, ISTOCK
Christopher Demarest | Oct 28, 2024

How CD Rates Can Go From High to Low While You're Not Looking

Investing
Personal Finance
Customers have sought out certificates of deposits for higher rates, but sometimes banks roll maturing CDs into new ones with lower rates.
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Christopher Demarest | Oct 21, 2024

How Will Working Affect Social Security Benefits?

Retirement
Knowing the rules may help you decide when to start benefits.
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keys on hand by Maria Ziegler courtesy of Unsplash.
Christopher Demarest | Oct 21, 2024

What Is Property And Casualty Insurance?

Insurance
Property and casualty insurance, often called P&C insurance, is an umbrella term for policies that protect what you own and shield against personal liability
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Christopher Demarest | Oct 21, 2024

Election Years & Market Performance

Personal Finance
Investing
How do presidential elections impact the markets?
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