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Leasing vs. Buying Your Next Car
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...
Roth IRA Considerations for the High-Income Earner
BlogRoth 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...
Do I Need Umbrella Insurance?
Blog “Do I Need Umbrella Insurance?” Umbrella insurance is an important risk management tool, particularly for people who have wealth, income, or future income potential. Additionally, it’s cheap relative to most other types of insurance! I’m always amazed at the...
“Estate Planning and Your Financial Legacy”
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...
5 Numbers to Watch in 2023
“What is one number you are keeping an eye on in 2023?”
‘Setting your Sights on 2023’
Blog“Setting your Sights on 2023" The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023, something...
‘The Highlights from Secure Act 2.0’
Blog“The Highlights from Secure Act 2.0" In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and eliminating...
‘The Housing Outlook for 2023’
Blog“The Housing Outlook for 2023" One of the most talked about headlines in 2022 was the housing market and how it finally started to soften and reverse course as the federal reserve rapidly raised interest rates. It begs the question about what 2023 will...
‘What Happens if House Prices Fall 20%?’
Blog"What Happens if House Prices Fall 20%?" There are a lot of articles circulating about housing and the BIG price crunch that could be coming in 2023/24. This week, we explore an article form Ben Carlson where he explores what would happen if housing does drop 20%...
When will Car Prices Fall?
“If you’ve considered buying a car recently, you may want to consider when prices will likely cool.”
End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Counting Our Blessings’
“Despite the choppy market in 2022, what is something you are thankful for in your financial life?”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”
Your New 2023 Tax Rates & More
Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years. Here are...
“Common Financial Scams Targeting Older Adults”
“Financial Scams are on the Rise. Be aware of these common ways that scammers are targeting older adults specifically!”
Year End Financial Considerations
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...
3 Things to Help Us in this Bear Market
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
What the Last 100 Years Can Teach Us
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 context when...
The Importance of a Health Savings Account
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 elderly...
‘Financial Tips for Newly Married Couples’
Blog“Financial Tips for Newly Married Couples" Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship. So many couples stick with their own individual way of managing money, which may or may not...
“Increasing Retirement Success with Small Tweaks”
Blog“Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
“Preparing for the Non-Financial Side of Retirement”
Have you thought about the non-financial aspects of preparing for retirement?
Who Holds the Student Loan Debt?
Blog “Who Holds the Student Loan Debt?" I really enjoyed reading through this article from Nick Maggiulli at “Of Dollars and Data”. Check it out for this week’s newsletter. Last week, President Biden announced a policy that would forgive $10,000 in...
A Quiet Period Until the Fed Meets Again
Blog“A Quiet Period Until the Fed Meets Again" U.S. stocks struggled for direction this past week as investors awaited clarity from Federal Reserve policymakers on their monetary tightening plans against a backdrop of downbeat economic data. The S&P...
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