Aug 27, 2021 | Retirement, Uncategorized, Weekly Financial Thought
Blog Managing the Initial Years of Retirement The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15 years...
Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
Aug 13, 2021 | Investing, Investing Goals, Weekly Financial Thought
Blog “Changing the way You Feel About Money” Writer Ben Carlson over at A Wealth of Common Sense, recently published an article discussing how we feel about money and I thought it did a wonderful job explaining that our feelings towards money are usually...
Aug 6, 2021 | Investing, Portfolio Diversification
Blog “The Role of Bonds in Your Investments” With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up,...
Jul 30, 2021 | Retirement, Social Security, Tax Concepts for Retirement
Blog “How is Social Security Taxed?” For some, it’s surprising to learn that social security benefits are taxable. After all, it’s a system that has taken tax out of your paycheck for so many years, it can be eye opening to learn that the benefits from...
