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...
Jan 25, 2024 | Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog Maximize Social Security in 2024 Securing a prosperous retirement involves deciphering the complexities of Social Security benefits. This week’s post aims to unravel the intricacies of the Social Security calculation process and expound on four ways you...
Dec 15, 2023 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog Retirement for the Next Generation We have written posts in the past about setting your children up for retirement which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA (sometimes called a minor IRA). I also...
Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Avoiding 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 after the first...
