Blog Posts

After months of simmering inflation reports, it looks like inflation finally eased slightly in April. Are prices stabilizing? Can we breathe a sigh of relief? Let's dig a little deeper.

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.¹

There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.²

And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago.²

They’re becoming more personalized and harder to detect from real opportunities.¹

Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your long-term goals.

As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year:

Mistake #1: Budgeting for 2023––Not 2024

A great first step to revitalizing your budget is a moment of reflection on this year’s goals.

Think vacations, purchases, new subscriptions––has your vision changed since 2023?

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.¹

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.^{1, 2}

That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.²

Instead, we could be letting some tricky biases get in our way.²

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a lot of us, causing more election stress than ever before.¹

It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.

Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.