Much has been written about saving for retirement, and we adhere to the principle that financial...
7 Disciplines that Lead to a Happy Retirement
7 Disciplines that Lead to a Happy Retirement
Money is important, but money doesn’t guarantee a happy retirement. If you dig a little bit deeper, you’ll find that’s half the equation.
April 8, 2025
4
min read
Listing Your Retirement Goals
Listing Your Retirement Goals
This simple act of listing your retirement goals, dreams, and ideas can help you prioritize and process information more easily.
April 8, 2025
1
min read
Lending Money to Children in Retirement
Lending Money to Children in Retirement
Learn the pros and cons of lending money to children in retirement, and how to structure loans to avoid tax pitfalls while ensuring financial security.
April 8, 2025
2
min read
The Importance of Offense and Defense in Challenging Markets
The Importance of Offense and Defense in Challenging Markets
Learn how diversification, long-term investing, and market opportunities can help you navigate economic uncertainty and achieve your financial goals.
April 8, 2025
3
min read
What to Know About Market Swings and Trade Tensions
What to Know About Market Swings and Trade Tensions
Learn why staying invested during turbulent times is often the best strategy.
April 1, 2025
1
min read
Fed's Steady Rates Amid Economic Uncertainty: What Investors Need to Know
Fed's Steady Rates Amid Economic Uncertainty: What Investors Need to Know
Discover why the Federal Reserve is keeping interest rates steady in 2025 and what this means for long-term investors navigating economic uncertainties.
March 24, 2025
3
min read
Navigating Business Cycles: Strategies for Financial Resilience
Navigating Business Cycles: Strategies for Financial Resilience
Understanding business cycles can improve your financial planning and investment strategies through expansion, peak, contraction, and trough phases.
March 17, 2025
3
min read
Understanding Recession Worries
Understanding Recession Worries
While recession worries are back and some economic news has been concerning, history shows that staying invested is the best way to reach your goals.
March 11, 2025
2
min read
Steady Hands in Stormy Markets
Steady Hands in Stormy Markets
Navigate market volatility with confidence by focusing on long-term goals, disciplined investing, and the historical resilience of the stock market.
March 4, 2025
2
min read
Ensuring Your Retirement Savings Last: Key Strategies & Considerations
Ensuring Your Retirement Savings Last: Key Strategies & Considerations
Navigating retirement savings and withdrawals using historical data, the 4% rule, and personalized strategies to help ensure financial security.
March 3, 2025
2
min read
Posts by Dennis Coon:
The first question to ask yourself regarding retirement is, “What do I want my retirement to look...
“Neither a borrower nor lender be” wrote Shakespeare in Hamlet. But sometimes, we have no...
Around the world, people are worried that trade disputes could hurt the economy. Markets have...
The stock market has been going through some rough patches lately due to worries about tariffs....
The Federal Reserve's decisions about interest rates have been very important for the markets...
In financial planning, it's helpful to distinguish between what we can and cannot influence. We...
The stock market has been going down lately, with major market measures showing losses this year....
The past couple of weeks have been a reminder of just how unpredictable the stock market can be....
As more Americans prepare to retire this year than ever before, one crucial question looms large:...