What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. Let us know if there are topic you want to know about! So keep checking in. We’re glad to have you reading along.
Is your investment strategy up to date??
There are two primary risks you may face when you don’t invest: inflation risk, or loss of purchasing power, and longevity risk, which is when you outlive your money. In fact, the risk of not investing often outweighs the risk of...Read More
The Latest Social Security Predictions
Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...Read More
Headlines don't have to cause anxiety
Last year, we all witnessed some anxiety-producing headlines.I hope our firm's communications deliver a balanced view of breaking news, regulatory and tax law changes, economic topics, and timely market updates. Our goal is to keep you...Read More
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules. The law is called SECURE 2.0, and I advise you look over these changes to determine if any apply to your situation. Check with your financial professional....Read More
Words of Wisdom from Warren Buffett
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...Read More
Stir-Crazy? 5 Winter Activities that Won’t Break the Bank
Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities when it’s time to break up that winter monotony.Visit a MuseumMuseums are at their busiest during the spring and summer, so...Read More
Honoring Native American Heritage Month
This November we celebrate and honor Native American Heritage Month. First authored by Jerry C. Elliot-High Eagle in 1976, the event was announced by President Ronald Reagan in 1986, then expanded from a week to the full month of...Read More
Five Financial Tips for New Parents
As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...Read More
September Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. September is National Life Insurance Awareness Month.Read More
Lower the cost of your life insurance.
Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...Read More
Don't go it alone.
When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...Read More
Age My Way in May
Take Control of Your Finances
Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances. Explore...Read More
When it Comes to Insurance, the Devil is in the Details
Insurance policies don't have to be confusing, once you know just a little about them. The rest is the reason I am here, to serve you and educate you to make informed decisions.Read More
Increase Your Income Next Year
Is A High Deductible Health Plan Right For You?
Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...Read More
Get Rid of Old Records
Which documents should you keep?And which ones can you shred? Everyone is guilty of holding on to documents for too long. Whether you feel like it has real value, or you're keeping it for fear of needing it, this can create quite a...Read More
Keep Learning After You Retire
Keep Growing After Your Career is Over Reap the benefits of learning. You worked hard in your career. You put in the necessary years to get your job done and felt fulfilled in doing so. And now you’re retired and are interested...Read More
“Green Shoots” in the Economy
Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...Read More
Keeping Your Estate Plan Updated
Keep Your Estate Plan In Order Is your estate plan still up to date? There's no time like the present to revisit your latest draft. Even if you're retired and have created a plan for your estate and assets, it’s still a good...Read More