Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
As you probably know, volatility has returned to the markets recently. To explain why, I want you to imagine you’re playing a game of chess. Visualize this: You’re fifteen moves in, and all your pieces seem to be on good squares. You’ve captured one of your...
Earlier this summer, the US Postal Service announced that Yogi Berra, the legendary Yankees catcher, would be given his own postage stamp.[1] It’s a tremendous honor, as Yogi is only the thirtieth baseball player in history to have his face on a stamp…and the USPS...
Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic point of view, this makes sense. Jobs increase income, which increases...
When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement,...
Take No Social Security payments Until You’ve Learned How to Maximize Them One of the biggest mistakes people can make when planning for retirement is failing to maximize their Social Security benefits. Why is this a mistake? After all, you may have heard that Social...
Everyone knows that April showers bring May flowers. But this year, the saying could be, April tranquility brings May volatility. Okay, maybe that saying won’t catch on. But still: Up one day, down the next, flat overall — this has been the state of the markets for...