Feb 18, 2022 | Investing, Portfolio Diversification, Retirement, Uncategorized, Weekly Financial Thought
“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”
Nov 5, 2021 | Cryptocurrency, Investing, Uncategorized
Blog “What to Consider before Investing in Cryptocurrency” Given the increase of recent news around Cryptocurrency in the market, I thought it was valuable to re-visit an article we published in May of this year. It’s important to keep grounded and ask yourself some...
Sep 30, 2021 | Investing, Retirement, Uncategorized
Blog “5 Overlooked Facts About IRA’s” IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts. A recent article...
Sep 17, 2021 | Investing, Uncategorized, Weekly Financial Thought
Blog “New Under-The-Radar Retirement Account” For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s). However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to...
Aug 27, 2021 | Retirement, Uncategorized, Weekly Financial Thought
Blog Managing the Initial Years of Retirement The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15 years...
Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
