“Is Now the Time for Individual Stocks?”

Jun 10, 2021 | Investing, Weekly Financial Thought

Blog “Is Now the Time for Individual Stocks?”     This post was certainly relevant when we first wrote it back in April of 2020.  However, over a year later, and a reminder of how picking individual stocks usually pans out can be valuable.  It’s not that...

‘An Extremely Difficult Time to be a Home Buyer’

Jun 4, 2021 | Housing

Blog “An Extremely Difficult Time to be a Home Buyer”     There are a number of “takes” on the current housing market and whether we are in a bubble or whether much of the price growth is warranted.  I’m not here to answer that particular question but this recent...

“Important Tax Concepts for Retirement”

May 28, 2021 | Investing, Retirement, Tax Concepts for Retirement

Blog “Important Tax Concepts for Retirement”       Tax planning strategies are an essential component to maximizing retirement income. The more income you have in retirement, the more you get to spend or pass down to your heirs.  While you might not be making a...

“What to Consider before Investing in Cryptocurrency”

May 21, 2021 | Cryptocurrency, Investing

Blog “What to Consider before Investing in Cryptocurrency”   Over the past few months, I have received more and more questions regarding bitcoin, etherium, and various other cryptocurrencies.  What exactly is cryptocurrency?  Should I be investing money into...

“Preparing for the Non-Financial Side of Retirement”

May 7, 2021 | Retirement

Blog   “Preparing for the Non-Financial Side of Retirement”   Retirement is something to look forward to.  It can be an extremely rewarding period of life when you’re able to give back, build into the next generation, and have some fun along the way. ...