Feb 4, 2022 | Housing, Investing Goals, Issues that effect todays Market
“Increasing interest rates are expected to cool the housing market. It may be worth considering your desired monthly payment amount vs. your desired purchase price in this changing environment!”
Jan 6, 2022 | Behavioral Finance, Investing Goals
“It’s time to set our sights on 2022 and the year ahead! What is a financial goal you are looking to accomplish in 2022?”
Oct 22, 2021 | Investing Goals, Retirement, Tax Concepts for Retirement
Blog “Avoiding Some 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...
Sep 3, 2021 | Investing Goals, Retirement, Weekly Financial Thought
Blog “Most Americans are Unprepared for Retirement” Perhaps this type of headline gets old, but the unfortunate reality is that it’s true! Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...
Aug 13, 2021 | Investing, Investing Goals, Weekly Financial Thought
Blog “Changing the way You Feel About Money” Writer Ben Carlson over at A Wealth of Common Sense, recently published an article discussing how we feel about money and I thought it did a wonderful job explaining that our feelings towards money are usually...
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...
