market review wealth management shenandoah valley va

Broadridge Annual Market Review 2024

Annual Market Review 2024 Overview The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoilโ€ฆ
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personal finance Shenandoah Valley, Virginia Harrisonburg Winchester Staunton Timberville

What’s New for 2025?

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some.ย As of January 1,โ€ฆ
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Brushing Scam Information Shenandoah Valley Virginia Harrisonburg Staunton Winchester

What is a Brushing Scam? Why โ€œFree Stuffโ€ Isnโ€™t Good News

Imagine this: a package arrives at your doorstep that you didnโ€™t order. It seems harmlessโ€”even excitingโ€”but it could mean youโ€™re the target ofโ€ฆ
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Choosing a Beneficiary for Your IRA or 401(k) Shenandoah Valley, Virginia Harrisonburg, Staunton, Winchester

Choosing a Beneficiary for Your IRA or 401(k)

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits,โ€ฆ
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Have You Had Your Fiscal Physical Yet? Why End of Year Works Just as Well for Your Financial Wellness.

How did we get here? By โ€œhereโ€ we mean almost at the end of the year. If it seems like this year flew by, youโ€™re not alone. And if there are stillโ€ฆ
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Stay Informed and On Top of Your Finances with F&M

At F&M, we are committed to providing you with actionable information to help you manage your accounts more efficiently. Our goal is to keep you informedโ€ฆ
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College Dorm Room

What expenses are included in the annual cost of college?

To most parents, the annual cost of college simply refers to tuition and room and board. To the federal government, however, the annual cost of collegeโ€ฆ
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Home improvements wealth management

Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible โ€” with one possible exception. In certain situations, you may be able to deduct improvements deemed necessaryโ€ฆ
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retirement planning shenandoah valley harrisonburg staunton broadway timberville winchester virginia financial services

Investment Planning throughout Retirement

Investment Planning throughout Retirement Investment planning during retirement is not the same as investing for retirement and, in many ways, is moreโ€ฆ
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