Financial Lessons from Alexander Hamilton
Alexander Hamilton was the first Secretary of the Treasury: He created the first national b [...]
July 2021
June 2021
Is Our Government Anticipating Inflation?
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could [...]
When Will You Transition from Saving to Spending?
In retirement, you have to transition from saving to spending. You've worked hard to amass [...]
May 2021
Rising Costs in Retirement: Are You Prepared?
In 1960, a gallon of milk cost 36 cents, and today it costs $3.35 on average.[1] Inflation [...]
3 Things to Think About Before Buying a Vacation Home
A home is one of the most significant purchases you’ve made in your lifetime, so you should [...]
How Much Do You Need to Save for Retirement?
While $1 million is sometimes cited as the ideal number for retirement savings, this [...]
Have You Factored Inflation into Your Retirement Plan?
We’ve seen increased government spending due to COVID and significant increases in governme [...]
Will You Have to Retire Earlier Than You Expected To?
If you’re nearing retirement age and know you’re not financially prepared for retirement, y [...]
April 2021
Is It Time to Spring Clean Your Financial House?
If you spring clean your house, why not take some time to spring clean your finances too? I [...]
Don’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, b [...]