It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act...
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Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s...
Investors have a fascination with predictions. Look at the financial media. Turn on any television show, listen to any radio program, or pick up any magazine, and you’ll see there’s always someone trying to predict future stock prices. It...
Friday is the day of Summer Solstice. This is the longest day of the year in the northern hemisphere. For us this means an early dawn, long day, and a late sunset. Meanwhile, south of the equator, winter begins....
Creating a financial plan not only gives you a road map to your retirement goals, but it also allows you to better understand the emotional elements of the stock market. Why do very smart people make bad decisions about...
Retirement is changing. There is a shift taking place on how we retire and who can help us get there. Gone are the days of working somewhere for 40 straight years and leaving with a pension to live on. ...
The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach at times, yet it’s also expected. The long-term investor knows that markets on average, go up 7 out of...
You’ve seen the headlines, you’ve heard the talking heads, you likely have negative feelings when you see the term blasted across the front page of the business periodicals. Markets have been swinging wildly in 2018. Things started off great...
There is a new change for 2018 with the Medicare Access and CHIP Reauthorization Act. This act lowered the threshold on which Medicare recipients pay an Income Related Monthly Adjustment Amount (IRMAA) to their Medicare part B premiums. Previously,...
Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they can be adventurers, live next to the ocean, hear the waves crash. Enjoy the warm sunshine, swim in the...