2024 Q4 Outlook – The Presidential Election
As the U.S. presidential election approaches, the uncertainty surrounding the potential outcome and the policies of the next administration intensifies, creating anxiety among businesses and [...]
Medicare Can Be Downright Scaaarrryyy!!
Retirees all face one particularly complicated decision – Medicare. Daunting enough to turn most stomachs, it's often a confusing and time-consuming topic. A clear explanation [...]
Change Is in the Air
Like so many transitional periods, Autumn makes us consider what lies ahead, and the need to be prepared. We enjoy the cooler breezes, [...]
Financial Objectives
Often jargon like "financial objectives" muddies the water around our money conversations. What do we really mean, and how do we target goals that make [...]
Giving Your Retirement a Trial-Run
With many major purchases in life, we often have the opportunity to test out or experience the products we’re buying. We can test drive a [...]
Annuities: A Missed Opportunity?
Without being a Financial Advisor, we still have a general idea about bonds vs. stocks, mutual funds vs. commodities. But when it comes to annuities, [...]
How Will We Vacation This Year?
Summer fun, the longer days and warmer evenings, as well as vacation for our school-age children, means we're all feeling ripe for a little extra [...]
Quarterly Review: A Strong Start to the Year
A STRONG START TO THE YEAR The momentum from 2023 carried over into the new year, resulting in a strong start to 2024. The upward [...]
Strategies with Trusts
How could a Trust help with Legacy Strategies? When might a revocable trust be good, versus an irrevocable trust? Join us for this short talk [...]
Knowing the Best Investment Approach for Your Retirement
When folks are preparing for retirement, they have a strategy to try and save, put money into an invest account and try to see it [...]
