FOMO with the Stock Market

Jun 12, 2020 | Behavioral Finance, Investing, Retirement

Blog “FOMO with the Stock Market” “Fear of Missing Out” (AKA FOMO), has become very apparent as individuals try to make sense of the meteoric rise in the stock market over the past 60 days.  We dive into why the stock market has been going up in a recent post...

Increasing Retirement Success with Small Tweaks

May 1, 2020 | Retirement

Blog “Increasing Retirement Success with Small Tweaks” The last couple of months have challenged individuals, families, businesses, and governments around the world.  While certain health experts have always cautioned against pandemics, they tend to operate like...

9 Simple Tips for Financial Success

Jan 17, 2020 | Investing, Retirement

“9 Simple Tips for Financial Success” Having success with finances doesn’t have to be complicated or chalked up to some mystery that only ultra-wealthy individuals know.  Success also isn’t necessarily about being smarter or working harder than everyone else. ...

SECURE Act Impact on Retirement

Dec 20, 2019 | Retirement

“What the SECURE Act  Means for My Retirement” If you are still following the end-of-year political activity in Washington, you may know that Congress is voting on a spending bill to avoid yet another government shutdown.  The House has already passed the bill...

Roth IRA Conversions for High-Income Earners

Nov 1, 2019 | Retirement

“Roth IRA Conversions for High-Income Earners”Firstly, I’m amazed we are already in November!  It seems like 2019 just started, but alas we are only 2 months away from entering an entirely new decade.  As we think about how quickly time flies, it’s good to...

Retirement Survey Across Generations

Aug 23, 2019 | Retirement

“Retirement Survey Across Generations”The definition of retirement is changing.  Baby Boomers are starting a new trend that says retirement might not mean sitting around and doing nothing.  In fact, for most, it is an opportunity to simply have more of a say on...