Election years always bring a wave of uncertainty. For many, it feels like the political stakes couldn’t be higher, and this anxiety can easily spill over into concerns about financial markets. But after 20 years as a financial advisor, I can confidently say that election cycles don’t have to disrupt your investment strategy. In fact, […]
Election Years and Your Investments: Why Staying the Course Pays Off Read More »
When people think of retirement, they often have an image formulated in their minds of what it will be like. The thing about it, the reality might not be what they expected. To avoid any surprises, here are five financial wellness myths we want to bust surrounding near-retirees.
5 Financial Wellness Myths Surrounding Near Retirees Read More »
For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests, but there can be challenges managing retirement savings.
When Changing Jobs, Rollovers May Offer Benefits Read More »
529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. In honor of 529 College Savings Day, let’s dispel some of the most common myths associated with these plans.
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed. These are the moments when you may discover there are some rules out there that may benefit you and your financial strategy.
The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know Read More »
When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.
Keeping It Simple: The Benefits of Simplifying Your Investment Strategies Read More »
Many high-net-worth individuals are aware of their capacity to impact the world to make it a better place through giving. Philanthropy and charitable giving provide a platform for them to affect positive change beyond wealth accumulation. Charitable endeavors can be rewarding to them personally and the broader society that benefits from their generosity.
Philanthropy and Charitable Giving: Innovative Ideas for High-Net-Worth Individuals Read More »
Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a unique set of challenges and considerations. With the rise in divorce rates among those aged 50 and older, and the reality that over a quarter of individuals over 60 live solo – a figure that climbs significantly for women as they age – preparing for a solo retirement is more relevant than ever.
Questions to Ask If Navigating a Solo Retirement Read More »
Many people postpone the planning of their estates because they assume that estate planning is only for the affluent. Others may think that estate planning is similar to tax planning, which can always be done “later.” In some cases, estate planning may be put on the back burner because it is a reminder of one’s own mortality.
No Matter Who Becomes President, Start to Plan Read More »
Even though same-sex marriage has been legal throughout the U.S. for nearly a decade, members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future.
The Importance of Retirement Planning for the LGBTQ+ Community Read More »
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