Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Saturday, March 23, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Monday, June 19, 2023

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...

Monday, May 29, 2023

Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their...

Monday, May 15, 2023

A very special day is returning – Mother's Day. It is a day of gratitude, adoration, and relaxation for Mom, a time to treat her like the queen she is. Mother's Day gives you a chance to touch the hearts of all the mothers in...

Sunday, May 7, 2023

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

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Saturday, May 6, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, May 5, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.Stock prices rallied at the end of April after the Commerce...

Thursday, November 12, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

Wednesday, November 11, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

Thursday, October 8, 2020

I met with a client a couple of weeks ago just to go over what she has and review her income situation. She worked a normal job all of her life making decent money but saved just about everything that she made. She is what we often...

Thursday, October 1, 2020

Rarely does a week ago by that we don’t have someone ask, “Which option should I take with my pension?” or “How can I get the most out of my 401(k)?” Recently, Kristin and I met with a retired woman who...

Thursday, September 24, 2020

A family that I met with seemed to be very concerned about their retirement future. As we discussed their financial situation, I discovered that they had done a wonderful job of preparing for retirement, saving more than $1 million....

Thursday, September 3, 2020

We’ve heard the stories about the architect whose house plans are never completed or the attorney with no estate plan. Those of us who manage our own businesses often get tied up in the day-to-day activities and miss the big...