Long-Term Care 2 min read. What Are the Real Chances You’ll Need Long-Term Care? Dennis Coon May 16, 2025 7:15:00 AM For many retirees, the idea of needing long-term care can be unsettling. Media headlines and... Read more
Markets 2 min read. April Market Recap: Lessons after a Historical Month Dennis Coon May 5, 2025 6:45:00 AM April was a roller coaster month for investors as markets reacted strongly to new tariff... Read more
Markets 1 min read. Why It Pays to Diversify Across Market Sectors Dennis Coon Apr 28, 2025 10:51:35 AM If there’s one thing history has taught investors, it’s that trying to pick the "hot sector" each... Read more
Lifestyle 2 min read. Meeting Your Needs Beyond Finances in Retirement Dennis Coon Apr 21, 2025 9:52:08 AM In 1943, the psychologist Abraham Maslow wrote a paper called “A Theory of Human Motivation.” In... Read more
Markets 2 min read. Navigating U.S.-China Trade Tensions: Impacts and Insights for Investors Dennis Coon Apr 15, 2025 3:28:41 PM Trade tensions between the United States and China have recently increased, with both countries... Read more
4 min read. 7 Disciplines that Lead to a Happy Retirement Dennis Coon Apr 8, 2025 2:55:13 PM Much has been written about saving for retirement, and we adhere to the principle that financial... Read more
Retirement 1 min read. Listing Your Retirement Goals Dennis Coon Apr 8, 2025 2:44:47 PM The first question to ask yourself regarding retirement is, “What do I want my retirement to look... Read more
Retirement, Taxes 2 min read. Lending Money to Children in Retirement Dennis Coon Apr 8, 2025 2:33:58 PM “Neither a borrower nor lender be” wrote Shakespeare in Hamlet. But sometimes, we have no... Read more
Markets 2 min read. The Importance of Offense and Defense in Challenging Markets Dennis Coon Apr 8, 2025 11:36:24 AM Around the world, people are worried that trade disputes could hurt the economy. Markets have... Read more
Markets 1 min read. What to Know About Market Swings and Trade Tensions Dennis Coon Apr 1, 2025 4:39:19 PM The stock market has been going through some rough patches lately due to worries about tariffs.... Read more