Get Ready to Retire: 5 Steps June 10, 2022 Financial Planning budget, debt, financial planning, medicare, social security Retirement is a major milestone and we’re here to help you prepare financially and emotionally. Our top-five list of things to address before you retire will make it even more manageable. Make the most of your Social Security benefits: Social Security is the number one topic pre-retirees ask us about. An essential first step to … Read Morekeyboard_arrow_right
Financial Lessons From the Pandemic July 12, 2021 Financial Planning Budgeting, debt, financial planning, Pandemic, Saving This week’s reader question is about financial planning priorities: What are the most pressing financial planning themes we need to be thinking about coming out of the pandemic? I often joke that it’s my job as a financial planner to poke holes in a client’s financial plan. I want to ensure … Read Morekeyboard_arrow_right
Sell in May? No Way May 10, 2021 Economy and the Markets debt, inflation, stocks, supply shortages Please note: This update was prepared on Friday, May 7, 2021, before the market’s close. It’s tempting to say that everything’s coming up roses in May. And why not? Stocks have risen at a 40% annualized rate, while red-hot corporate earnings sparked a rally on Thursday that pushed the Dow Jones Industrial … Read Morekeyboard_arrow_right
Five Ways to Pay Down Debt May 7, 2021 Financial Planning budget, debt, financial planning, refinancing Debt isn’t a dirty word—far from it. In fact, borrowing money and carrying some debt can help you establish a credit history and reach longer-term financial goals like buying a car or owning a home. The important part of debt management is planning: Are you tracking it and do you have a … Read Morekeyboard_arrow_right