Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas about financial freedom and life goals or pertinent questions and news of interest, you can read about it here.  Once in a while, we may throw in a book review or some other surprise.  So keep checking in.  We’re glad to have you reading along.

Wednesday, January 20, 2021

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule.The markets opened on January 4 and...

Tuesday, January 12, 2021

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Thursday, December 31, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Monday, December 21, 2020

May the warmth and joy of this Christmas season be with you throughout the coming year.

Thursday, December 10, 2020

Preparing for retirement is complex for many reasons. With improved medical care, a person retiring today at typical retirement age may need their savings to last 30 years or more, making it necessary for retirement funds to sustain a...

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Tuesday, December 1, 2020

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...

Friday, November 20, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Thursday, April 2, 2020

I’m no psychiatrist, but it appears we’re all getting tired of bad news, politicians, no sports and closed restaurants. We get “war weary.” It happened during World War II. It’s natural. Human beings...

Monday, March 16, 2020

In response to the coronavirus situation, we’ve seen a lot of cancelations. The list includes major sports leagues, college sporting events and championships, theatrical productions, schools and community events. Here are a few...

Monday, January 20, 2020

David and Cathy weren't wealthy, but they were earning good money and weren't terribly in debt. They were interested in saving for college expenses and retirement. Sounds good, right? But they couldn't get started. It wasn't their...

Tuesday, November 26, 2019

Ever heard someone say the costliest item in retirement is health care? I have, too, many times. Turns out that may not be true. Dr. Joseph F. Coughlin, PhD is Director of the Massachusetts Institute of Technology AgeLab. Look them up...

Wednesday, September 25, 2019

Medical Insurance and Foreign Travel Not sure what restrictions might be involved, but a quick search for cheapest airfare would indicate you can get to Europe and back for less than $600. Ditto the Caribbean. Looks like you might get...

Wednesday, September 18, 2019

For those of us who grew up with paper and pencil, this cyber age is a brave new world. All progress brings new challenges. Around here we have been reviewing and revamping our cybersecurity efforts. You may think protecting your...

Wednesday, September 5, 2018

September is "Life Insurance Awareness Month", and it's a great time to discuss this important planning topic. It's the subject no one really likes to talk about. If you have had a bad experience with an...

Wednesday, April 25, 2018

Do it yourself. It’s challenging, and it’s fun. So much of the time we seem to be at the mercy of others, a complicated lifestyle, or the system. DIY lets us take control of a small part of our lives, even if it is just...

Wednesday, February 22, 2017

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your...