Are you thinking about buying your first home or moving up into a better home?
Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. … READ MORE
While the market continues to reach all-time highs, it won’t always be that way.
When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns.… READ MORE
Are you thinking about moving to a new state?
Many clients I’ve talked to recently either have already moved to a new state or are considering it. While people move for a variety of reasons, there’s a mass exodus out of some states — for both active and retired first responders. … READ MORE
You’ve likely heard the term ‘supply chain’ more over the last few weeks than over the last year. And most of us are wondering what it means for our investments (and holiday shopping lists).
If you don’t understand the parts of a supply chain, you won’t know how it works together.… READ MORE
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
Nobody likes paying taxes. So there’s a lot of hoopla about Biden’s new proposed tax code.
But are we paying more taxes than people 50 years ago?
When you dive deeper into it, we’re at the same tax rates as we were a long time ago.… READ MORE
You can research all of the ‘right’ questions for finding the perfect financial advisor…But you may not know what to do with the answers.
And if you don’t know what to do with the answers, how will you know if it helps your plan?… READ MORE
Everyone believes certain lies about money. But there are 7 that run rampant through society.
While some of these lies might seem obvious and benign, they can cripple your retirement portfolio, financial freedom, and add more stress to your shoulders. … READ MORE
One of the most common questions I get from my clients is whether they should buy or lease a car. And it makes sense — after buying your house, your car is one of your biggest monthly expenses.
So should you buy or lease a car? … READ MORE
The news has been jumping between data and emotions so much, it can feel impossible knowing where to turn. Or what to believe. And retirement dreams are drowning out in news headlines.
Is there a point to retirement planning when you don’t know what the world is going to be like in ten years?… READ MORE
