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The pandemic reshaped a lot of people’s retirement plans. Some anticipate a lower standard of living in retirement. Others have become more risk averse in the market. And 62% of retirees and near-retirees have cut spending to have a larger nest egg. READ MORE

When you’re searching for a financial advisor, there are several questions you want to ask to make sure they’re the best fit for you. 
Because handing your hard-earned money over to someone else is an important decision.READ MORE

There are 7 common money lies we tell ourselves that drain your wallet, delay your retirement, and place unnecessary stress on your shoulders. Even financial advisors believe some of these money lies. READ MORE

We all have both an emotional and rational mind. Which one should you trust when it comes to making smart financial decisions? 
You can make a case for relying on either your emotional and rational mind.READ MORE

Almost every month, a client asks me whether they should buy or lease their car. Since your car is your second or third biggest expense, I figured we’d discuss the pros and cons of buying vs leasing. 
Should you buy or lease your car? READ MORE

The average investor is emotionally tied to their financial risks. Losing money is one risk. Upsetting your spouse is another risk. So is taking investment advice from an internet influencer. How do you know if you’re taking the right risks with your investments?… READ MORE

Reading headlines and news articles about the economy can be confusing and downright wrong. For example, despite inflation making headline news, our analysis shows that it’s not too hot right now. READ MORE

Having financial and investment knowledge is good. But it doesn’t help make more money in the market unless you have wisdom.
So what’s the difference? 
Knowledge is what you know. But wisdom is how you apply what you know to your real life. READ MORE

Some economic indicators create more headline news than other indicators. But every indicator is connected to the others in some way. 
That’s why it’s important to understand all the economic indicators so you can have a more accurate understanding of how the economy impacts your portfolio. READ MORE

Biden recently proposed a tax hike. Millions are worried Uncle Sam is coming for their hard-earned money. But will it affect you?
There are actually 3 solid reasons why you shouldn’t stress out about the proposed tax hike.… READ MORE

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