May 2023: How to Navigate Beneficiary Arrangements
End-of-life planning is no picnic, but the process is an important way to help minimize confusion and avoid potential conflict after the death of a loved one. As retirees plan, it's vital to spend some time considering beneficiary arrangements. Whether [...]
April 2023: Bank Confidence
In mid-March, regulators seized two banks on opposite coasts. Silicon Valley Bank (CA) and Signature Bank (NY). Learn More about Recent News While these recent happenings mark the second and third largest bank failures in the history of [...]
March 2023: The Effect of High Interest Rates and Diversification on Investors
Most of us are familiar with this saying: Don't put all your eggs in one basket. Diversification is important, to be sure, but it's also a concept many folks don't truly understand. Often, retirees think if they put their money [...]
February 2023: Which Financial Instruments are BEST?
Financial planners often get asked, "What is the best financial product?" One way to answer that is with a very familiar example. Let's say a retiree is looking to buy the best car for a spouse. A car salesperson might [...]
January 2023: Resolution Resolve
New Years Resolutions: Why We Fail and Steps to Succeed Yes, New Year's Resolutions can be marked as fluff or folly, but for those of us intent on change this old method can prove valuable. Stats show that six months [...]
December 2022: Tax Planning Versus Tax Preparation
No one wants to pay more taxes than they need to. What many don't understand is that when it’s time to sit down with a tax preparer to file all they can do is report the tax facts. In some instances, [...]
