Estate Planning

  Being reactive can be frustrating and even costly… John and June (as I will refer to them though not their real names), came in for a conversation a few…

  For far too many the ultimate retirement lifestyle feels out of reach.  Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT…

  You’re doing everything right on paper. You’ve climbed the ladder. You’re successful enough that your financial decisions now require research, comparison, and usually a second opinion. But here’s the…

  Here’s a stat that stops a lot of people in their tracks: Less than 4% of all U.S. stocks have been responsible for the market’s net gains going back nearly…

  As we move into the fall season, it’s a natural time to pause and reflect. The year is winding down, and with it comes an opportunity to take stock…

  With government shutdowns becoming more frequent and lasting longer — from one day in the 1980s to 35 days in 2018-20191 — it’s important to understand how these events could…

  In these volatile, uncertain times, there doesn’t seem to be much left over which we really have any control. Of course, we want to believe we’re in control of…

  With a potential government shutdown looming on Sept. 30, 1 you may be wondering how this could affect your personal finances and retirement planning.   SHUTDOWNS — SOME HISTORY   Shutdowns…

  Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or…

  The latest jobs report has our attention — and for good reason. With job growth for June revised as negative (-13,000 jobs) and another two months of weaker-than-expected gains…