Jan 31, 2024
Many employers can’t find workers while others are implementing massive layoffs. If you or someone you know has had an unexpected layoff this could have you asking: “How will a layoff impact my chances to retire?” And that’s just one of the questions you need to address! Get answers to a number of common...
Jan 24, 2024
One of the most common concerns for retirees is the fear of running out of money in retirement. While some advisors may suggest loading up on stocks or investing in riskier investments, chasing higher returns, that’s not the right answer for everyone and probably not for most. There are other choices that can...
Jan 15, 2024
The markets have had a challenging year! But, just like the weather, this too shall pass! The question is when that will happen. We’ll share some thoughts on historical market corrections and some ways that can help you sleep better at night.
Jan 10, 2024
Critical tax planning is an important part of retirement planning! QCD’s and Roth Conversions are some easy strategies to use. We’ll talk about those and a couple of other strategies that could help you keep a lot more of your money in your pocket and not send it to the IRS!
Jan 3, 2024
Have you seen the videos of incredible mazes of dominos that create amazing images when they fall down in a carefully predesigned manner?
It takes years of study and practice to get it just right. But, with the slightest bump, they'll go crashing down in total disarray. A similar chain reaction in our economy could...