Markets 2 min read. What’s the difference between Large, Mid, and Small Cap stocks? Dennis Coon Oct 29, 2024 3:37:20 PM If you’ve ever researched a stock or listened to talking heads in the media, you’ve probably heard... Read more
Retirement 1 min read. What happens to my credit score in retirement, and do I need it? Dennis Coon Oct 23, 2024 1:15:00 PM The simple act of retiring does not affect your credit score, as being employed is not part of the... Read more
Markets 1 min read. Navigating Market Uncertainty: Election Impact on Your Investments Dennis Coon Oct 22, 2024 7:51:30 PM With only 14 days until the election, many investors are concerned about how the stock market might... Read more
Medicare, Retirement 1 min read. Navigating Medicare Most Common Questions Dennis Coon Oct 22, 2024 7:15:00 AM As you approach age 65, understanding Medicare can feel overwhelming. With various parts,... Read more
Retirement Income, Retirement 1 min read. Exploring the Retirement Guardrails Strategy Dennis Coon Oct 16, 2024 6:00:00 AM Regardless of your asset allocation, every retiree should have a strategy for when they will... Read more
Lifestyle, Retirement 2 min read. Being a Caregiver Dennis Coon Oct 15, 2024 3:59:37 PM When we plan for retirement, we often plan for the activities we imagine we’ll spend the most time... Read more
Lifestyle 1 min read. Finding Purpose in Retirement: Building a Legacy in Your Community Dennis Coon Oct 9, 2024 11:24:36 AM One of the biggest “Now what” questions that retirees ask is, “What is my purpose?” Read more
Markets 1 min read. Fed's Bold Rate Cut Dennis Coon Oct 3, 2024 4:01:34 PM Last month, the Federal Reserve implemented its first rate cut since early 2020, reducing the fed... Read more
Medicare, Retirement 2 min read. Navigating Medicare Open Enrollment: Key Considerations for Retirees in 2024 Dennis Coon Oct 3, 2024 9:51:16 AM Medicare’s annual open enrollment period begins on October 15th and runs through December 7th,... Read more
Lifestyle 1 min read. The Importance of Keeping Active Dennis Coon Sep 24, 2024 7:15:00 AM A popular image of retirement is sitting on the beach, sipping Mai Tai's. Equally popular is the... Read more