Apr 12, 2024 | Behavioral Finance, Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Consistency is Attractive” In the age of social media, it’s so easy to get caught up in what the latest trends are and then adjust to ensure your life is oriented towards those trends. Older generations can claim that it is a “millennial” issue but...
Mar 15, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Uncategorized, Weekly Financial Thought
Blog Humility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
Feb 23, 2024 | Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog Re-Thinking your Giving with a Donor Advised Fund For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can see...
Feb 15, 2024 | Behavioral Finance, Coronavirus, Financial Planning, Investing Goals, Weekly Financial Thought
Blog “Your Goals > Stock Market Movements” For those who’ve been reading our weekly articles for some time, you might recognize the title. We have re-visited the idea that your personal goals should hold a greater weight in your mind than what is happening in the...
Feb 9, 2024 | Financial Planning, Retirement, Weekly Financial Thought
Blog “7 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 25, 2024 | Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog Maximize Social Security in 2024 Securing a prosperous retirement involves deciphering the complexities of Social Security benefits. This week’s post aims to unravel the intricacies of the Social Security calculation process and expound on four ways you...
