Menu

Category: Practical Finance

Let’s talk Bears and Bulls
Let’s talk Bears and Bulls
27 Jan 2023
·
Are you feeling flighty about where to invest your money in today’s ever-fluctuating markets? It can seem like a dizzying back and forth between the Bears and Bulls that leave investors uncertain. While there’s never […]
Read More
Medicare Basics
Medicare Basics
21 Nov 2022
·
The annual Medicare enrollment period runs from October to December, so we think it is important to review both the basics and a few lesser-known rules surrounding this benefit. This post will cover how and […]
Read More
Qualified Charitable Distributions
Qualified Charitable Distributions
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in the world is the income tax.” With tax season wrapping […]
Read More
Understanding Inflation & Interest Rates
Understanding Inflation & Interest Rates
22 Sep 2022
·
Inflation and interest rates have been the media’s main headliners for most of 2022, and with good reason – this is the highest inflation has been in more than three decades and interest rates have […]
Read More
What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets declines), and some to the upside (market increases). While we […]
Read More
3 Things You Can Do When Your Investment Portfolio is Down
3 Things You Can Do When Your Investment Portfolio is Down
Just like the seasons, the winds and temperatures of the financial markets change throughout the year. And, when the storms come, we all feel better about seeking refuge.  The current market environment has not provided […]
Read More
3 Things to Remember During a Stock Market Correction
3 Things to Remember During a Stock Market Correction
1 Jun 2022
·
As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks. The secret to managing through a bear market is to […]
Read More
Getting Organized
Getting Organized
2 Mar 2022
·
In January we introduced to you our 2022 theme – Planning with Purpose.
Read More
5 Retirement Income Strategies You Should Know
5 Retirement Income Strategies You Should Know
I’m sure you’ve heard how important it is to plan your retirement ahead of time, right? Sometimes that’s easier said than done. Here are a few income strategies to help you live the life you […]
Read More