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January 18, 2022

The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in the fourth quarter alone. This deficit spending was partially funded by the $309 billion expansion in the Federal […]

January 6, 2022

If you’re a follower of FIRE (financial independence, retire early) you may already be well on your way. The FIRE movement espouses saving and investing 50%-70% of your income until you hit your target dollar amount and then only withdrawing 4% annually (adjusted for inflation) throughout the rest of your life. It would be great […]

October 12, 2021

Take some of the worry out of it by starting with a clear understanding of what your finances are today. Step one is getting your paperwork in order. Before you pack a bag, make sure you have all the documents you’ll need. Don’t miss: How to protect your assets when love doesn’t work out Bank […]

October 11, 2021

Frequently, we see clients seeking discounted insurance to lower their premium cost, neglecting the bigger picture. The bigger picture – 1) adequately insure your home(s) and auto(s) with the right amount of coverage 2) shop carriers for the best pricing given your unique needs. So what do you need to be aware of? With home insurance […]

August 30, 2021

I can tell you that life presents challenges for people no matter what stage of life they’re in. Wherever you find yourself on life’s journey, there are a few mile-markers that you should consider. In the earliest stage of life your priority should be to build good habits. Take stock of your net worth. What […]

June 6, 2021

We’ll review when it may be good to consider a 401k loan, and when you may consider not taking a 401k loan as well as various pros’ and con’s to consider. Once you have all the data and determine how it may impact you, then you can make an educated decision on whether or not […]

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