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Preparing for retirement can be a daunting task, requiring careful planning and foresight to ensure financial stability and a comfortable lifestyle.  Read our pre-retirement keys to success, which outline the critical steps individuals can take to maximize their retirement years and achieve financial success.

As we near the end of 2022, an old quote comes to mind, “Out of great calamity comes great opportunity”. Given this market volatility, it often provides great planning opportunities for wealth transfer, tax planning, and portfolio diversification by offsetting gains from the past Bull market.

Kids In The Middle (KITM), a non-profit counseling agency, has announced that Judy Rubin will receive the 2021 Champion of Kids Award for dedication to helping children and families heal from the trauma of divorce and separation.

Socially responsible, sustainable and ESG (Environmental, Social, Governance) investing are all based upon the goal of investing according to our values. This is a conversation starter. If it appeals to you, we can show you ways to apply your principles to your portfolio.

Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the “widow’s tax.”

Even with pandemic precautions likely to remain in place for some time and an uncertain recovery, financial advisors and transition experts say there are a number of steps seniors can take to alleviate anxiety and mitigate risks. Plaza's very own Judy Rubin contributed to the Barron's article

In case you are wondering how Presidential elections impact financial markets, take a look at this resource. History shows us that investors should not try to "trade or market time" investments in anticipation of one outcome or the other. As always, if you have questions or worries, please don't hesitate to call.

There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak. Below we look at the historical performance of the S&P 500 Index during several epidemics over the past 40 years. We believe looking at the market’s overall resiliency through several major epidemics...