Mar 10, 2023 | Behavioral Finance, 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...
Mar 3, 2023 | Behavioral Finance, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog 10 Book Ideas from Capital Group If you have been a client for any length of time you have probably heard me (or my father) refer to American Funds (now called Capital Group) and their long-term track record of investment performance. While they have certainly...
Feb 24, 2023 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
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Feb 3, 2023 | Estate Planning, Retirement, Weekly Financial Thought
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...
Jan 20, 2023 | Investing, Retirement, Weekly Financial Thought
Blog “Setting your Sights on 2023″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023,...
Jan 12, 2023 | Investing Goals, Issues that effect todays Market, Retirement, Tax Concepts for Retirement, Weekly Financial Thought
Blog “The Highlights from Secure Act 2.0″ In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and...
