Managing a Budget During your retirement
Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an income to pay for your bills and...
Proud to be a CFP® Professional – Josh Klinger, J.D., CFP®
I am happy to announce that I am officially a CERTIFIED FINANCIAL PLANNER™ Professional! I have been working as a Wealth Advisor for five years now, and during this time, I feel honored to have impacted many lives by helping individuals get their financial houses in...
Common Retirement Investment Mistakes
Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.11 While the number is up slightly from the 2018 survey (23%), it underscores...
Weekly Market Commentary: Time To Sell In May?
Sell in May and go away”1 is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. We tackle this commonly cited seasonal...
10 Tips For Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business is...
The Perils of Trying to Time the Stock Market
One year after the COVID-market-bottom, were you fully invested? The end of March 2021 marks the one-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...
How to Make a Vision Board on Pinterest
If you're a visual person, try making a vision board on Pinterest. After adding some interesting articles, posts, and images, make time to scroll through it often. Making these things clear to your mind's eye is the first step in manifesting your goals. Step 1: Setup...
A Way to Reduce Taxes Linked to IRA Distributions
Have you ever considered Qualified Charitable Distributions? Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a...
April Showers Bring May Flowers: Spring Market Progress
It may be early to declare victory against COVID-19, but significant progress in that battle has been made this year, even in the face of new variants. According to the Centers for Disease Control and Prevention (CDC), half of the U.S. population above the age of 65 has been fully vaccinated, while a third of the total population has received at least one dose of the vaccine. We expect this trend to accelerate in the coming weeks, as many millions more Americans become eligible.
From the Team
Financial education straight from our advisors.
Resources
Financial resources to help you spend, save, and invest wisely.
Events
Each year we host a variety of appreciation and educational events.
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