Nov 29, 2023 | Finances, Investing, Retirement Planning
Some people avoid financial planning because they feel overwhelmed by all the numbers. Whether you suffer from the very real condition of arithmophobia or you simply don’t feel like you understand enough about finances to tackle your own, then this article is for you....
Nov 27, 2023 | Finances, Investing, Saving Money
Small businesses represent a crucial pillar of the U.S. economy, as they employ half of the nation’s private-sector workforce and are credited with roughly 63% of the new jobs that have been created from 1995 to 2021, as per federal statistics.1 Despite their pivotal...
Nov 16, 2023 | Finances, Saving Money
The holiday season is often portrayed as a time of joy, togetherness, and celebration. However, for many people, it can also be a source of financial stress and anxiety. The pressure to buy gifts, host gatherings, and partake in festivities can lead to overspending...
Nov 9, 2023 | Finances, Investing, Retirement Planning, Saving Money, Social Security
Retirement is one of the most significant milestones in life. It represents the culmination of years of hard work and savings, but it also marks the beginning of a new financial chapter. Ensuring a comfortable and stable retirement requires careful planning, and a key...
Nov 6, 2023 | Finances, Investing, Saving Money, Taxes
As the final quarter of the year approaches, investors are faced with a unique set of opportunities and challenges. The fourth quarter, often marked by increased market volatility and potential year-end considerations, requires a well-thought-out investment strategy....
Oct 26, 2023 | Finances, Healthcare, Retirement Planning
Key Considerations for Couples Planning Retirement Together As a financial professional, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement...
