Results: 9

Financial Planning Newsletter June 2021

The longest-ever bull market came to an end when the coronavirus pandemic began, and though the markets recovered quickly, the downturn highlights the importance of the issues covered in our latest financial planning newsletter. First, we discuss how retirees can navigate the challenges of retiring during a down market and an important strategy that can […]

Financial Planning Newsletter March 2021

Our latest Newsletter provides important considerations women should keep in mind when it comes to taking Social Security benefits. It also provides an overview of Health Savings Accounts, which can not only help cover the cost of medical expenses, but can also serve as important retirement investment accounts and help lower your tax burden.  Click […]

Financial Planning Newsletter December 2020

With the massive amount of stimulus spending, many economists fear we may see a spike in inflation. While we are of the mind that such a spike will likely be short-lived, it does highlight an important issue. Inflationary pressures have been tepid for so long that many of us may not pay much mind to […]

Financial Planning Newsletter September 2020

This has been a year unlike any other. Between the pandemic, hurricanes, and wildfires, millions across the globe have seen their livelihoods threatened and face tough times ahead. Those of us fortunate enough to be able to do so are likely feeling the need to pitch in and help. When it comes to charitable giving, […]

Financial Planning Newsletter February 2020

It is no secret that most Americans are unprepared for retirement. Most retirees cannot maintain their standard of living on just their Social Security benefits alone. Americans know that they will have to supplement these benefits, most often with an employee sponsored retirement plan like a 401(k). Unfortunately, data from the Bureau of Labor Statistics […]