Nov 8, 2024 | Financial Planning, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these...
Nov 1, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Don’t Live with Election Fear” I thought it was high time to harken back to 2020 and remind everyone that regardless of our biases and desires, living with election fear when it comes to our investing usually doesn’t end up well! I hope you enjoy reading...
Oct 18, 2024 | Behavioral Finance, Uncategorized, Weekly Financial Thought
Blog “4 Money Lessons They Should Teach in High School” Growing up in America we are taught many valuable things in high school, but an area that has historically been ignored is personal finance. While Chemistry is almost always on the curriculum (I haven’t...
Oct 11, 2024 | Behavioral Finance, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Leasing vs. Buying Your Next Car” With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next car. If...
Oct 4, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Roth IRA Considerations for the High-Income Earner Firstly, I’m amazed we are already in October! It seems like 2024 just started, but alas we are only 3 months away from entering a new year. As we think about how quickly time flies, it’s good to...
