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We publish content on a regular basis, offering insights and education from our contributors - all with the goal of providing readers with a 360-degree view of financial planning.  We strive to provide relevant information in a concise and easy-to-understand way, without sacrificing accuracy or depth. Readers can expect content that provides helpful information to guide them in making educated decisions.

*Please note: the information below is NOT advice and is strictly for educational purposes.

Tuesday, March 12, 2024

Tax season is upon us when we reconcile our dues with Uncle Sam. However, it's also a period when some unscrupulous individuals exploit this necessity, conducting scams to defraud unsuspecting taxpayers. In this digital age, tax scams...

Tuesday, March 12, 2024

On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above...

Tuesday, March 12, 2024

Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...

Friday, December 8, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Friday, December 8, 2023

The Senate and the House have returned to work but are unlikely to get much done before the Christmas break— which means January is going to be busy. To recap, Congress passed a short-term budget package before the Thanksgiving...

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Friday, December 8, 2023

Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study DALLAS – (Sept. 19, 2023) – Avantax ®, a leader in tax-focused...

Monday, October 9, 2023

Our office accepts donated, non perishable food.  NO glass containers please. There are many other ways to donate and help your neighbor.  Please click the link below for a list of the most needed foods and to learn how you can help .

Wednesday, July 19, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.

Tuesday, July 18, 2023

Spring is about new beginnings, and that applies to Medicare as well. Whether you are a first-time recipient or looking to update your plan for the year, you can read about some of your coverage here.What screenings does Medicare...

Tuesday, July 18, 2023

Now that summer is in full swing, it's the perfect time to take a trip. But sometimes, even your best-laid plans go a little off-kilter. Here are a few of the most common travel issues and how to make sure that no matter what happens...

Monday, April 17, 2023

The stock market and the economy are not one in the same. When we talk about the market, we are usually talking about some index such as the Dow Jones Industrial Average or the S&P 500. When discussing the economy, factors like...

Monday, April 17, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, April 14, 2023

A recent survey reported that 68% of parents had made financial sacrifices to support their adult children. It's often a difficult decision that can stress relationships, impact retirement strategies, and harm overall financial...

Tuesday, January 17, 2023

The Stock Market and the Economy are not one and the same.  The Stock Market is a Leading Indicator of the Economy. What that means is stocks go down in anticipation of a recession and rise in anticipation of a recovery....

Monday, September 26, 2022

Quick tips to make sure you are ready to weather the storm!!  CHARGE YOUR ELECTRONICS Use this Safeguard Critial Documents list as a reminder of which documents are important to...

Thursday, July 14, 2022

There are many facets of planning when it comes to retiring. One of the most important yet overlooked matters as you ponder retirement is the emotional aspect. I would like to illuminate a few thoughts to contemplate in the 3 years...

Monday, June 13, 2022

We know that recent market volatility may have made TUMS a staple of your diet, so we wanted to try to put your mind at ease. That is not to say that the volatility has not gotten our attention, however, I would like to explain to you...

Saturday, March 19, 2022

Food insecurity, or hunger, is the lack of enough food to lead a healthy and active life. Each year, Fulfill provides food and other resources for over 136,000 of our neighbors...

Saturday, March 19, 2022

After many years of rising markets and account values the reality of volatility has set in. Has your tolerance for portfolio risk changed? 

Thursday, March 3, 2022

What is it? How does it work? Should you own it?  What do we think about it?It is hard to ignore the hype around cryptocurrencies.  Will it eventually be the new form of payment? Cryptocurrency is a digital payment...

Thursday, November 4, 2021

Welcome to the Zonin Wealth Management Halloween Pet Costume Showcase! We would like to thank all our clients who participated. Please enjoy these adorable "furry trick-or-treaters". We hope everyone had a Happy Halloween!

Tuesday, July 27, 2021

Although the practice has ties to many different religious teachings, meditation is less about faith and more about altering consciousness, finding awareness, and achieving inner peace. It is not necessarily about freeing...