May 17, 2024 | Estate Planning, Financial Planning, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Is Social Security Really Going Bankrupt?” Unless you’re living under a rock, you’ve heard some version of the statement that social security is running out of money and that we shouldn’t be counting on it for future retirement income. While there are...
May 10, 2024 | Investing, Investing Goals, Retirement, Weekly Financial Thought
Blog “The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations that they love...
May 3, 2024 | Congress, Issues that effect todays Market, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog May 3rd, 2024 “Tax Disparity” As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...
Apr 26, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Separating AI Hype from Investment Opportunity” I receive a lot of questions from clients around Artificial Intelligence, where it might go in the future, and what companies or trends make the most sense to invest in. While anyone’s answers to...
Apr 12, 2024 | Behavioral Finance, Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Consistency is Attractive” In the age of social media, it’s so easy to get caught up in what the latest trends are and then adjust to ensure your life is oriented towards those trends. Older generations can claim that it is a “millennial” issue but...
