What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a […]
Read More
The Value of Doing Nothing in Retirement
For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your work can be difficult. If you’re in retirement, you may already feel restless without your daily occupation. While it’s crucial for your […]
Read More
Trusts vs. Wills – What’s the Difference?
Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be […]
Read More
The History of Inflation is Older Than you Think
Inflation has occurred in many different societies throughout history. We think of inflation as a modern economic concept, but in reality, it predates modern history and has been a prevalent part of societies since the first nations and urban areas emerged. Ancient Rome When silver was used as the currency in Rome, the government would collect […]
Read More
Going “Back to School” on Your Retirement Plan
When you think about your school years, whether your high school, college, or post-grad days, you’ll revisit memorable moments from when you had your whole life ahead of you. Schooling is all about providing students with the tools they need to achieve their future potential. When it comes to retirement planning, the same is true! […]
Read More
A Movie Marathon for a Fun Night In!
Retirement is a time to do more of what you love, whether that’s through an active hobby like hiking or through sports like tennis and golf, or if it’s a relaxing activity like reading, writing, or embracing your creative side with the arts and music. But in retirement, it’s important to take advantage of the […]
Read More
3 Strikes to Avoid When Tax Planning
Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much […]
Read More
Traveling in Retirement on a Budget
Retiring is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for isn’t a walk in the park, especially nowadays with inflation affecting where and how we spend, especially when it comes to traveling. […]
Read More
5 Key Components to the Retirement Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key […]
Read More
Earth Shoes and Other Products of the 70s
If you think some of the products your kids or grandkids have are strange, consider what was around in the 70s – pet rocks and beer shampoo. The 70s certainly saw some interesting trends. You may even have a few of these artifacts somewhere in your home, perhaps tucked away in the attic or basement. […]
Read MoreACCELERATE YOUR RETIREMENT
Schedule Your Complimentary Review