Jan 31, 2025 | Financial Planning, Social Security
Blog “8 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 23, 2025 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog “What’s Considered a High Income These Days?” The comparison trap is dangerous. Whether we are looking at our neighbor’s car, or the houses in “that fancy party of town”, comparing our situation to others can have negative effects. So, my goal...
Jan 17, 2025 | Estate Planning, Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “Housing Market Outlook for 2025″ As we kick off another year, I’m filled with optimism. Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be...
Dec 6, 2024 | Behavioral Finance, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Increase your Financial Knowledge with Free Online Classes The topic of finance can be daunting for many people, but in our information age we have more opportunities than ever to tap into free financial knowledge online. Whether you are looking to simply make...
Nov 15, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Policy Shifts Expected after Trump Wins Presidency” The magnitude of U.S. President-elect Donald Trump’s victory last week brings the strong likelihood he will have a mandate for his economic, market and foreign policy agenda. Winning the Electoral College...
