Oct 28, 2022 | Retirement, Weekly Financial Thought
“Financial Scams are on the Rise. Be aware of these common ways that scammers are targeting older adults specifically!”
Oct 21, 2022 | Investing, Investing Goals, Tax Concepts for Retirement
Blog “Year End Financial Considerations” It’s crazy to think we are just over 2 months from the end of 2022 but that is reality. Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat. While 2022 has been a...
Oct 14, 2022 | Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
Oct 7, 2022 | Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “What the Last 100 Years Can Teach Us” While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful...
Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought
Blog “The Importance of a Health Savings Account” If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and...
