Travel can be very enjoyable.
Stress-Free Travel: Tips for Enjoyable Journeys
Stress-Free Travel: Tips for Enjoyable Journeys
Ensure stress-free travel with tips on timing, prioritization, and focus. Learn to make your trips enjoyable and fulfilling by planning effectively and keeping your goals in mind.
November 20, 2024
1
min read
Why Emotions Can Be Your Worst Enemy When Managing Retirement Savings
Why Emotions Can Be Your Worst Enemy When Managing Retirement Savings
Learn why emotions can undermine your retirement savings and discover strategies to manage emotional pitfalls for a secure financial future.
November 18, 2024
3
min read
Three Common Investing Mistakes
Three Common Investing Mistakes
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues
November 13, 2024
3
min read
Essential Tips for Navigating Estate Planning Conversations
Essential Tips for Navigating Estate Planning Conversations
Discussing your estate plan with loved ones can be challenging. Approach these conversations thoughtfully to ensure family harmony and uphold values.
November 12, 2024
1
min read
Election Aftermath: What’s Next for the Economy?
Election Aftermath: What’s Next for the Economy?
Explore the potential economic impacts of Trump's re-election, including tax policies, tariffs, and oil production, and understand how to navigate investment strategies in this changing landscape.
November 12, 2024
2
min read
Two Years and Running
Two Years and Running
The bull market celebrates its second anniversary, driven by tech advances, a resilient economy, and easing Fed policies.
November 6, 2024
2
min read
7 Ways to Pay for Long-Term Care
7 Ways to Pay for Long-Term Care
Understand the complexities of long-term care funding and explore alternative financial strategies for managing these significant costs.
November 6, 2024
2
min read
7 Steps to a More Secure Financial Future
7 Steps to a More Secure Financial Future
Financial fitness is a crucial step towards attaining financial security and achieving your financial objectives, whether they are short-term or long-term in nature.
November 6, 2024
3
min read
Avoiding Holiday Scams
Avoiding Holiday Scams
There are certain times when people are more susceptible to fraud and identity theft - the holiday season.
October 30, 2024
1
min read
Before the Ball Drops: Year-End Tax Strategies to Maximize Savings
Before the Ball Drops: Year-End Tax Strategies to Maximize Savings
Maximize your tax savings before year-end with strategies like Roth conversions, tax-loss harvesting, gain harvesting, and charitable giving.
October 30, 2024
2
min read
Posts by Dennis Coon:
Managing your own retirement savings can be empowering, but it also comes with its...
Many people start out managing their own investments. But as their earnings and assets grow, their...
One of the most important conversations to have in retirement is about your estate plan. But it’s...
As the dust settles from the recent election, Donald Trump has emerged as the president-elect of...
Last month, the bull market turned two years old.
Millions of older adults and individuals with disabilities need help with daily activities, yet...
What is financial fitness?
While protecting your finances from thieves and hackers should be a priority 365 days a year, there...
As the year draws to a close, it’s essential to evaluate your financial situation and take...