Confidence Rises – March 1st, 2021
Markets fell this week even as economic data was largely positive. Consumer confidence rose, while durable goods orders and unemployment claims both beat [...]
March 2021
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement [...]
February 2021
When Retirement Is Like Football
Whether your team won or lost a few weeks ago, we can all agree that it’s no easy feat to make it to [...]
Strong Data – February 22nd, 2021
Markets were mixed this week as a wide range of positive economic data was released. Retail sales crushed analyst expectations, coming in at [...]
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, [...]
3 Way to Improve Aging At Home
It’s easy to fall into the trap of following a script when it comes to retirement, especially if you're unsure of how to [...]
Market Report – February 15th, 2021
In this month’s portfolio recap, we touch on the current allocation of our models and what factors have been driving performance. To [...]
3 Recent Events That Could Show the Future of Your Finances
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that [...]
3 Reasons to Love Aging This Valentine’s Day
This Valentine's Day, you may see many commercials for jewelry, flowers, and nice dinners geared towards a younger crowd. Older Americans are underrepresented [...]
More Stimulus – February 8th, 2021
Markets rose this week in spite of disappointing hiring in January. Economists expected hiring at 85K, but the actual figures came in at [...]