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The future you want, the money to do it.
Education is a key component of our planning and investment process. We share our expertise with you through our blog so that you can have a deeper understanding of your finances and the decisions surrounding them.
The Latest From Our Blog
Medicare Decisions That Matter: What Pre-Retirees Can Control
Healthcare planning keeps many pre-retirees awake at night. While you can't control Medicare policy changes or medical inflation, you can make informed decisions that protect your financial security and peace of mind. Many pre-retirees approach Medicare with misconceptions that create unnecessary stress. The biggest assumption? That Medicare will...
Healthcare Planning: The Power of Financial & Legal Protection
Without the proper legal, financial, and healthcare protection, you may be at risk should you become incapable of directing your affairs. Advance directives are important healthcare planning tools that can set forth your preferences if an accident or illness impairs your ability to make decisions. Let’s highlight three tools to help you prepare...
Why Your Retirement Spending Won’t Follow Inflation (And What That Means for Your Plan)
As you approach retirement, you might do some precautionary math: if inflation runs at an elevated 4% and you're spending $80,000 now, you'll need $118,000 in ten years to maintain the same lifestyle. That feels like a scary number. But here's what that calculation misses: you probably won't actually spend that way in retirement. Most retirement...
3 Reminders When Investing for Inflation Protection
What does it look like to use investing as a form of inflation protection? Here are three things to remember when it comes to inflation and your asset allocation: When thinking about how their portfolio will respond to inflation, people should first consider their equity market participation profile. Often, the less equity exposure a portfolio...
5 Practical Strategies to Combat Inflation in Retirement
For hardworking Americans approaching retirement, inflation can feel like a direct threat to the lifestyles they've worked so hard to build. Helping clients navigate inflationary periods while maintaining their standards of living without financial worry is imperative. The truth is, we've planned for inflation. While inflation is something you...
5 Foundational Ways to Minimize Retirement Anxiety
The path to retirement can seem daunting, with the end goal appearing distant and difficult to reach. According to the Federal Reserve report on the Economic Well-Being of US Households in 2023, “The share of non-retirees who thought their retirement saving was on track [34%] was up from 31 percent in 2022 but below the shares who thought their...
Tax-Loss Harvesting Amid Market Volatility
Market volatility can (understandably) spark anxiety, but seasoned investors and financial professionals recognize these moments as opportunities to manage taxes strategically. One such strategy is tax-loss harvesting — a tactic designed to reduce your taxable income by selling investments at a loss, offsetting capital gains, and potentially...
8 Avoidable Mistakes for the Suddenly Wealthy
The allure of sudden wealth is enchanting. The narrative has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial stratosphere overnight. However, the golden glow of prosperity often casts a shadow of financial pitfalls; the newly wealthy can find themselves on a difficult path due to avoidable mistakes. ...
How to Deal with Market Volatility in Retirement
Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and interests. However, it’s also a time when your financial decisions become more critical than ever. Life is full of ups and downs – good days and bad, gains and losses – and the same holds true for your financial situation. The key...
Addressing Tariff-Induced Market Volatility
After the Trump Administration announced its tariff plans on April 2, volatility has disturbed the markets, causing some investors to question their portfolios. It is easy to get overwhelmed by the down arrows, the figures in red, the dipping charts, and the negative numbers, believing this is a market low like never before. However, discerning...