Aug 6, 2021 | Investing, Portfolio Diversification
Blog “The Role of Bonds in Your Investments” With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up,...
Jul 30, 2021 | Retirement, Social Security, Tax Concepts for Retirement
Blog “How is Social Security Taxed?” For some, it’s surprising to learn that social security benefits are taxable. After all, it’s a system that has taken tax out of your paycheck for so many years, it can be eye opening to learn that the benefits from...
Jul 23, 2021 | Investing, Investing Goals
Blog “Your Goals > Stock Market Movements” It’s almost certain that for the remainder of 2021 (really any year for that matter), we will see continued volatility in the stock market. Yes, the economy is re-opening and hopefully the impact of new Covid variants are...
Jul 16, 2021 | Retirement, Tax Concepts for Retirement, Uncategorized
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings will...
Jul 8, 2021 | Uncategorized, Weekly Financial Thought
Blog “Is $1 Million still worth $1 Million?” There is a lot of talk recently about inflation and what effect it will have on our purchasing power in the coming years. I think it’s an important topic and one worth considering, but if we zoom out, what effect does...
