Oct 30, 2020 | Retirement
Blog “The Insecurity Around Social Security” Fires, viruses, civil unrest; will 2020 ever end? With only two months left in the year coronavirus has officially claimed another victim: Social Security. Due to the economic impact of Covid-19, the Social...
Sep 18, 2020 | Behavioral Finance, Retirement
Blog “Geographic Arbitrage – A Trend with Momentum” Geographic Arbitrage (AKA geo-arbitrage) in its simplest format is when someone takes advantage of differences in cost of living between two geographic locations. The concept is not something new...
Aug 28, 2020 | Behavioral Finance, Retirement
Blog “Setting Your Children up for Retirement” For many people, setting their child up for success in the future is one of their responsibilities as a parent or guardian. Setting them up for success comes in many different facets (think life skills, hard-work,...
Aug 7, 2020 | Behavioral Finance, Retirement
Blog “Gifting Responsibly and Avoiding Taxes” Each year, the IRS sets a limit called the annual gift tax exclusion which determines how much you can “gift” to someone else and avoid paying any taxes. For 2020, that annual exclusion amount is $15,000 (this can...
Jul 31, 2020 | Behavioral Finance, Retirement
Blog “The Importance of a Health Savings Account” If the last few months 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...
Jun 19, 2020 | Investing, Retirement
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings...
