May 29, 2026 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog May 29th, 2026 “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...
Dec 26, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Issues that effect todays Market, Retirement, Social Security, Tax Concepts for Retirement, Weekly Financial Thought
Blog “Merry Christmas and Happy New Tax Year” We want to wish you a very Merry Christmas and hope that you all find time to celebrate with family and loved ones this holiday season. As we end one year, another starts and with a new year comes quite a number of...
Apr 25, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Navigating Tariffs: Why History Favors the Patient Investor” Staying the Course Amidst Tariff Turbulence It’s hard to ignore the recent headlines. Talk of tariffs, potential trade disputes, and the resulting market swings can naturally cause unease for...
Jan 17, 2025 | Estate Planning, Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “Housing Market Outlook for 2025″ As we kick off another year, I’m filled with optimism. Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be...
Oct 4, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Roth IRA Considerations for the High-Income Earner Firstly, I’m amazed we are already in October! It seems like 2024 just started, but alas we are only 3 months away from entering a new year. As we think about how quickly time flies, it’s good to...
Aug 23, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
