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...
Mar 29, 2024 | Behavioral Finance, Coronavirus, Housing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Are we Living in the Roaring 20’s?” With all of the negative headlines that are easy to pick up on and read about on the news it can sometimes be lost on us what we are currently experiencing. Coming out of COVID in 2020, net worths are at all time highs,...
Mar 15, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Uncategorized, Weekly Financial Thought
Blog Humility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
Feb 9, 2024 | Financial Planning, Retirement, Weekly Financial Thought
Blog “7 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...