One year ago, I mentioned, “Rate cuts that occur because the Fed ‘can,’ not because they ‘must,’ is...
2024—Another rise in excess of 20%
2024—Another rise in excess of 20%
Fed rate cuts and robust economic growth fueled a 20% rise in the S&P 500 for 2024, but 2025 faces potential inflation and policy challenges.
January 7, 2025
3
min read
Trusts - Revocable or Irrevocable?
Trusts - Revocable or Irrevocable?
When it comes to protecting your estate, a trust is one vehicle that can help. Choosing the right trust arrangement can be crucial. To decide if and which trust to choose, you need to work with an attorney, there are a few things to consider.
December 27, 2024
1
min read
How to Maximize Your Social Security Benefits for a Higher Retirement Income
How to Maximize Your Social Security Benefits for a Higher Retirement Income
Learn how to maximize your Social Security benefits by delaying collection for higher payouts and understanding your full retirement age.
December 18, 2024
1
min read
Retirement Planning: Balancing Short, Medium, and Long-Term Goals
Retirement Planning: Balancing Short, Medium, and Long-Term Goals
Plan a secure retirement by balancing short, medium, and long-term goals with tailored income strategies and investments to meet your unique needs.
December 17, 2024
1
min read
Should I Retire Early or Not?
Should I Retire Early or Not?
The idea of retiring in your 50’s or early 60’s can be an extremely alluring one. But there are definite pros and cons to consider.
December 12, 2024
1
min read
Market Commentary: November Rally Explained
Market Commentary: November Rally Explained
November saw gains fueled by investor optimism following a non-contested election and Trump's pro-business agenda, despite concerns over proposed tariffs.
December 9, 2024
2
min read
Income Streams for Retirement
Income Streams for Retirement
These days very few people can afford to retire when and how they want on their savings alone. You need a consistent stream of income – often more than one – to meet expenses, live your desired lifestyle, check items off your bucket list, and ensure your money lasts a lifetime. The good news is there are many potential wells to draw from.
December 4, 2024
1
min read
Creating a Power of Attorney
Creating a Power of Attorney
Have you ever thought about creating a power of attorney? Many don't think about this until they encounter a major challenge.
November 27, 2024
1
min read
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
Revocable or Irrevocable, that is the question, right?
When it comes to income, few sources are more important — or more reliable — than Social Security....
An oft-neglected way to ensure you have moreincome than you’ll actually need in retirement is to...
This is a common question, and definitely one every person should ask themselves sooner or later.
Elections and politics are difficult topics. Give 10 people one topic to discuss, and you will...
One of the most important questions you can ask yourself about retirement is “How will I replace my...
Have you ever thought about creating a power of attorney? Many don't think about this until they...
Travel can be very enjoyable.
Managing your own retirement savings can be empowering, but it also comes with its...