Every year brings a fresh set of predictions, worries, and headlines. And every year, markets...
Posts by Dennis Coon:
Lately I’ve seen more people shift their 401(k) contributions from Traditional to Roth. Sometimes...
November delivered a stretch of volatility that grabbed headlines, but it didn’t change the larger...
One of the themes that comes up often in conversations with clients is the idea that Medicaid might...
I’ve been hearing the same prediction for more than twenty years: taxes are going to be higher in...
As Americans live longer, we’re seeing a steady rise in the need for long-term care. It’s not the...
People often think of a financial plan as something permanent: printed, bound, heavy enough to feel...
October reminded us that markets don’t need calm seas to make progress. Despite headlines about a...
Let’s rewind to the late 1990s. The internet was transforming everything, and tech stocks were the...
If you’re retired, or planning to be soon, you probably share one big goal: making sure your money...