Jan 31, 2025 | Financial Planning, Social Security
Blog “8 Important Ages for Retirement Planning” The amount of decisions and timeframes that arrive at your doorstep as you head into retirement can be overwhelming. It’s hard to keep track of what age you become eligible for Medicare vs. when you can take social...
Jan 23, 2025 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog “What’s Considered a High Income These Days?” The comparison trap is dangerous. Whether we are looking at our neighbor’s car, or the houses in “that fancy party of town”, comparing our situation to others can have negative effects. So, my goal...
Dec 6, 2024 | Behavioral Finance, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Increase your Financial Knowledge with Free Online Classes The topic of finance can be daunting for many people, but in our information age we have more opportunities than ever to tap into free financial knowledge online. Whether you are looking to simply make...
Nov 8, 2024 | Financial Planning, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
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...
Oct 11, 2024 | Behavioral Finance, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Leasing vs. Buying Your Next Car” With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next car. If...
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...
