Cutler Investment Group: On Money & More
PLANNING FOR RETIREMENT: MEDICARE IS A KEY PIECE OF THE PUZZLE – by Erich & Matt Patten
On Money & More - April 2024 AS YOU THINK ABOUT planning your retirement expenses, Medicare plays an essential role. This US government healthcare plan, established in 1965, serves as the insurance plan for over [...]
TAKE ADVANTAGE OF HEALTH SAVINGS ACCOUNTS – by Erich & Matt Patten
On Money & More - March 2024 IF THERE IS ONE THING that keeps our clients up at night, it is the question, “What will my health care costs be in retirement?” Of course, the [...]
WHAT SHOULD WE EXPECT IN THE YEAR OF THE DRAGON? – by Erich & Matt Patten
On Money & More - February 2024 AS WE BEGIN A NEW YEAR, we can’t help but ask if 2024 will be the year that everything finally feels “normal” for investors. Stocks and bonds have [...]
Roth Conversions Could Help Minimize Lifetime Taxes – by Erich & Matt Patten
On Money & More - Dec 2023/Jan 2024 Taxes are something that are always on investor’s minds. With record-high fiscal deficits and the “sunsetting” of the Trump tax cuts after 2025, a lot of people [...]
Gifting Done Right – by Erich & Matt Patten
On Money & More - November 2023 It’s that time of year when Jacksonville lights up in all its holiday splendor. And as we approach year-end, many of us will be thinking about gifts. Perhaps [...]
Navigating the Transition – by Erich & Matt Patten
On Money & More - October 2023 The broader US economy is built upon the successes of small businesses. In fact, there are nearly 27 million small businesses nationwide! And Jacksonville is no exception. As [...]
The Rising Tide of Interest Rates: Impact on the Average American – by Erich & Matt Patten
On Money & More - August 2023 The Federal Reserve's recent tightening cycle, initiated in 2022, is making waves in the everyday lives of ordinary Americans—from Wall Street all the way to California Street, here [...]
Understanding Asset Allocation – by Erich & Matt Patten
On Money & More - July 2023 Asset allocation—it's a term you may have come across in conversations with financial advisors, CPAs, estate attorneys, or while watching business news channels. But what exactly does it [...]
No Robot, Not Yet – by Erich & Matt Patten
On Money & More - June 2023 This article is not written by a robot. At least, not yet. But we’ve all heard about the coming “artificial intelligence” revolution. ChatGPT, the language model now owned [...]
If It’s Broken, It Can Be Fixed – by Erich & Matt Patten
On Money & More - May 2023 “The Fed will keep raising rates until something breaks!” is an often-repeated Wall Street axiom. Well, this past quarter when Silicon Valley Bank (SVB) failed, something broke. But [...]