Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Avoiding Common Retirement Pitfalls” There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream. For many folks, their view of what retirement will look like tends to change after the first...
Aug 25, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
Blog “How Much is Enough?” This question is always relative. How we answered this question in our 20’s might be very different to how we answer in our 40’s, 50’s or beyond. Additionally, who we hang around and compare ourselves to (dangerous!) also...
Jul 7, 2023 | Financial Planning, Housing, Retirement, Weekly Financial Thought
Blog “The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations...
Jun 30, 2023 | Behavioral Finance, Investing, Investing Goals, Retirement, Uncategorized
Blog “How Americans Save, Spend and Invest” Ever since the pandemic hit us in early 2020, something that has been very interesting to watch is how Americans save, spend, and invest their money. While during COVID lockdowns, our spending choices...
May 12, 2023 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
Blog “Getting Financially Organized” Getting organized and staying disciplined can be difficult with any area of life. Sometimes when results can be visibly seen it can be a motivator (think staying fit or keeping your house clean). However, when it comes to...
