If you’ve ever researched a stock or listened to talking heads in the media, you’ve probably heard...
What’s the difference between Large, Mid, and Small Cap stocks?
What’s the difference between Large, Mid, and Small Cap stocks?
The differences between large-cap, mid-cap, and small-cap stocks, and understand how market capitalization impacts investment risk and potential returns.
October 29, 2024
3
min read
What happens to my credit score in retirement, and do I need it?
What happens to my credit score in retirement, and do I need it?
The simple act of retiring does not affect your credit score. However, you do want a great credit score in three possible scenarios.
October 23, 2024
1
min read
Navigating Market Uncertainty: Election Impact on Your Investments
Navigating Market Uncertainty: Election Impact on Your Investments
Stay calm during the election. Focus on long-term strategies, diversify your portfolio, and avoid emotional decisions to navigate the markets confidently.
October 22, 2024
2
min read
Navigating Medicare Most Common Questions
Navigating Medicare Most Common Questions
Approaching 65? Wondering when to sign up? Here are answers to some of the most frequently asked questions about Medicare.
October 22, 2024
1
min read
Exploring the Retirement Guardrails Strategy
Exploring the Retirement Guardrails Strategy
The Retirement Guardrails strategy is based on the concept of changing your withdrawal rate based on how the market is performing.
October 16, 2024
1
min read
Being a Caregiver
Being a Caregiver
Planning for retirement? Don’t overlook the potential role of caregiving. Learn how to prepare financially and emotionally to ensure your retirement dreams stay on track.
October 15, 2024
2
min read
Finding Purpose in Retirement: Building a Legacy in Your Community
Finding Purpose in Retirement: Building a Legacy in Your Community
Discover how retirees can find purpose and build a lasting legacy in their communities through simple yet impactful actions and initiatives.
October 9, 2024
1
min read
Fed's Bold Rate Cut
Fed's Bold Rate Cut
Fed cuts rates by 50 basis points, ending aggressive hike cycle, aiming for a soft economic landing amid mixed economic indicators. Investor reactions remain cautiously optimistic.
October 3, 2024
2
min read
Navigating Medicare Open Enrollment: Key Considerations for Retirees in 2024
Navigating Medicare Open Enrollment: Key Considerations for Retirees in 2024
Navigate Medicare Open Enrollment 2024 with our essential guide for retirees. Ensure your healthcare needs and financial situation are aligned.
October 3, 2024
3
min read
The Importance of Keeping Active
The Importance of Keeping Active
Discover why staying active in retirement is crucial for your health and happiness, and how it can even save you money on medical expenses.
September 24, 2024
1
min read
Posts by Dennis Coon:
The simple act of retiring does not affect your credit score, as being employed is not part of the...
With only 14 days until the election, many investors are concerned about how the stock market might...
As you approach age 65, understanding Medicare can feel overwhelming. With various parts,...
Regardless of your asset allocation, every retiree should have a strategy for when they will...
When we plan for retirement, we often plan for the activities we imagine we’ll spend the most time...
One of the biggest “Now what” questions that retirees ask is, “What is my purpose?”
Last month, the Federal Reserve implemented its first rate cut since early 2020, reducing the fed...
Medicare’s annual open enrollment period begins on October 15th and runs through December 7th,...
A popular image of retirement is sitting on the beach, sipping Mai Tai's. Equally popular is the...