Financial Planning

Inflation Finds its Way to Your Wallet

There’s no doubt that people have been feeling the effects of inflation on their wallets. Everything from food to gas to home repair products seems to be increasing every day. Federal Reserve Chairman, Jerome Powell, is taking inflation very seriously, raising interest rates to combat the explosion of inflation. And although the moves have made [...]

By |2023-07-11T19:35:19-04:00July 25th, 2022|Economy, Financial Planning|

Don’t Succumb to the Fear of Missing Out

If you’ve followed markets or financial news, especially in the past few years, you may have come across the term “fear of missing out,” commonly abbreviated to FOMO. When markets keep going up, FOMO can start to creep in. It can start to feel like you’re leaving gains on the table by not rebalancing your [...]

By |2023-07-11T19:35:33-04:00July 18th, 2022|Financial Planning, Investment Strategies|

What NOT to Spend on During Inflation

Are you feeling shocked at how expensive your regular expenses are? Well, you’re not alone. Many Americans are feeling the burn as the price of daily goods increases due to stimulus checks and supply chain shortages. As the economy gets back on its feet after the COVID-19 lockdowns, inflation will likely stick around. However, inflation [...]

By |2023-07-11T19:35:39-04:00July 15th, 2022|Economy, Financial Planning|

Retirement Requires a New Perspective on Wealth and Income

This 4th of July, you may be throwing a party, watching fireworks, barbequing something good, or all the above. But what remains important is that you can do all that with family and loved ones. Last year on the 4th, you may not have worried about market downturns or cost-of-living increases, but with market volatility [...]

By |2023-07-11T19:36:04-04:00July 4th, 2022|Financial Planning, Retirement Planning|

You’re Ready to Retire – But Are Your Finances?

Many people feel ready to retire, but fewer are financially ready to do so. It’s one thing to feel you’ve accomplished enough in your career or even that you’ve saved enough, but it’s another to have a plan in place that covers everything important. If you’re ready to retire, consider your finances. Have a Plan, [...]

By |2023-07-12T09:12:44-04:00June 27th, 2022|Financial Planning, Retirement Planning|

Why Today’s Retirees Might Fear Running Out of Money

You might have been aiming to save a certain amount for retirement - and maybe you’ve already achieved that goal. But, considering inflation, an unpredictable market, and a lack of guaranteed income once your paycheck stops, you might be reconsidering whether you’ve actually saved enough. There are a few reasons why today’s retirees might fear [...]

By |2022-05-31T13:09:26-04:00May 31st, 2022|Financial Planning, Retirement Income, Retirement Planning|

You Can’t Stop Inflation, But You Can Prepare

Did you ever hear your parents or grandparents talk about how much less everything used to cost? They weren’t exaggerating - in 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1] A few dollars might not seem like much, but that’s a 1,116% increase. You’ve likely noticed higher [...]

By |2022-05-23T14:09:31-04:00May 23rd, 2022|Economy, Federal Reserve, Financial Planning|

Four Common Retirement Mistakes You Could Be Making

Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself and create a plan. Here are some common retirement mistakes you could [...]

By |2022-05-16T12:03:50-04:00May 16th, 2022|Financial Planning, Retirement Planning|

The Retirement Rules Could Change Soon – Have a Response

If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the last few years and could see more soon. It’s important to understand how you could be affected and think about how you will respond. The [...]

By |2022-05-02T12:41:58-04:00May 2nd, 2022|Financial Planning, Retirement Planning|
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