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“Avoiding Common Retirement Pitfalls“

Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought

Blog “Avoiding Common Retirement Pitfalls” There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream.  For many folks, their view of what retirement will look like tends to change after the first...

“How Much is Enough?”

Aug 25, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Weekly Financial Thought

Blog “How Much is Enough?”   This question is always relative.  How we answered this question in our 20’s might be very different to how we answer in our 40’s, 50’s or beyond.  Additionally, who we hang around and compare ourselves to (dangerous!) also...

“America’s Problems are Relative”

Aug 18, 2023 | Behavioral Finance, Cryptocurrency, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “America’s Problems are Relative”   Not many people would argue with you if you said that America is a great place to live but also has many problems.  Whether it’s our national debt, inflation, interest rates, or political division, it can be easy to assume that...

“In Good Years the Market Still Goes Down”

Aug 11, 2023 | Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “In Good Years the Market Still Goes Down”     It’s a simple thought, but I really enjoyed this article from Ben Carlson over at A Wealth of Common Sense.  I hope you enjoy it too: The S&P 500 is up just shy of 17% so far in 2023. Maybe these...

“Yield Curve Inversion”

Aug 4, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “Yield Curve Inversion”   If you loan (not gift) someone money for 2 years, you would expect to get your money back plus some level of interest since they held your money for 2 years.  If you decided to loan that same money to someone for 10...
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