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Helping You Better Understand Your Financial Needs & Investment Strategies
The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has [...]
10 Actions That Help You Pursue Financial Wellness
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I [...]
Covering New Tax Proposals From the “Project 2025” Agenda
Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the [...]
Tax Strategies: How to Lower Your Tax Bill in Retirement
Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to [...]
3 Important Concepts to Understand for Your Retirement
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts [...]
Legacy Planning and What It Involves
Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and asset distribution and includes broader considerations, such as how [...]
Today’s Interest Rates and Your Retirement
The Federal Reserve makes a monthly statement about its interest rate policy, which is based on the data it tracks and analyzes to understand the [...]
Planning for Retirement Income Beyond Social Security
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources [...]
