September 1, 2020
Volatility, Cycles…What’s Your Plan?
It was at the beginning of June that we decided to restart an old hobby of ours…cycling. The catalyst was a sincere need to get outside with the wind at our backs and just ride. Being cooped up inside on […]
August 24, 2020
If you want to change the world…shared wisdom
The sense of concern that many share today is real and vast. The pandemic has changed the world. It’s had an enormous impact on all of our lives. We realize all too well that we don’t need to detail the […]
August 3, 2020
What Should Financial Advice Look Like?
The days we’ve all endured in 2020 have been unlike any we’ve experienced in the past. Our cheese has been moved! And millions of Americans have been financially impacted by these historical and unprecedented times. Yet, many Americans have begun […]
July 27, 2020
Meeting Income Needs in Today’s Environment
If you’re an investor with specific near-term needs for your money, fixed income has historically been an important component to your portfolio. There are various strategies that can be used with fixed income. And it depends on your needs, risk […]
July 21, 2020
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. A little planning can help you manage taxes […]
July 13, 2020
The Financial Importance of Taking Time-Off
Are you inclined to work through the summer without a break? Given how 2020 has been going, that may not be the best choice. Here’s why… For people fortunate to continue working through the pandemic, most worked as if it’s […]
July 7, 2020
When Can I Retire?- 7 Tips to Get You Started
When can you retire? The answer is…when you have enough money to meet your financial life needs for as long as you live. Now, let’s determine how long you’ll live, what your expenses are today, what they’ll be tomorrow, and […]
June 29, 2020
Kindness & Compassion as Common Ground
If you’re searching for a common ground that has positive implications for both you and for others, kindness and compassion is a good beginning. Kindness and Compassion is the starting point for us. Why begin here? We’ve often thought about […]
June 22, 2020
Getting Fit: A Financial Wellness Checklist
If you’re reading this you probably have a few questions about your finances. You’ve come to the right place! So, you’re clearly interested in gaining more knowledge about your own personal finances and we’re glad you’re here. “Financial wellness, put […]
Markets and Your Money: A Path Forward