Category: Saving
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Lifetime Decisions on Social Security Benefits
Perhaps one of the “Top 10” retirement questions we receive is when to elect social security benefits. The question is one that is complicated to answer due to the fact that many unknown variables exist within this question. Just a few considerations are: 1) How long will I live? 2) How can I maximize my […]
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Staying Focused is the Key
Ask any all-star athlete the secret to their success and they will tell you – focus. This past weekend at The Masters in Augusta, Georgia, Tiger Woods initiated his triumphant return to professional golf. During his post-round interview after he finished the tournament, Woods used the word “focus” several times to describe to the interviewer […]
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Buy or Sell?
Life has a way of keeping things interesting. After a long cycle of bull returns, the time for profit-taking has arrived. This is the process of capturing the gains in the investments that have performed well. I will explore some of the factors that are currently active in the economy, the markets and what you […]
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Inflation Perspective
If you are living in the United States at this moment and have purchased any food, gasoline, household goods or clothing in the past month, you have noticed an increase in the cost of these items. This unanticipated increase in pricing is due to inflation. The definition of inflation is the increase of demand for […]
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How To Secure a Happy Retirement Life
One of the most asked questions from our new clients is “How much wealth do I need to last my lifetime?” The obvious answer is “depends.” To help you quantify your needed savings for lifetime income, we will provide you three areas of life that must master to live the life you choose. First, you […]
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More Than Numbers
Your personal physician gives you honest and candid information to help improve your physical health. A Certified Financial PlannerTM professional provides you the same type of consultation about your financial health. You are more than a number to a wealth advisor. Your family’s current financial state, future security and transition of assets are the focal […]
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IRA Planning for 2021
The pandemic of the past two years has brought a tremendous amount of pain to many lives but there is a positive aspect in that dark cloud of gloom. One of the best attitudes, when performing tax and financial planning for your family, is to seize opportunities that are given you. In other words, capitalize […]
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Your Future Depends on It
Life consists of many different, and small, actions that create outcomes in a desired manner. This is a double-edged sword for many of us. Should we wish to purchase a new car or save for the future education of our children? Can we live in the current home or should be buy a much larger […]
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Basic Economics; Complex World
There have been times when the world around us seemed like it was always a sunny day and when it wasn’t rainbows appeared boldly in the sky. Recently, most Americans are feeling isolated and anxious because of factors beyond their control. The pandemic has forced us to abruptly change our lifestyle from one of hope […]
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Primed and Ready to Spend
For the past year-and-a-half, scientists raced to develop effective COVID-19 vaccines and governments and companies worked to make vaccines available. Today, seven vaccines are approved in 176 countries. More than 2 billion doses have been administered, and about 14 percent of the world’s population has been vaccinated. It’s a remarkable achievement. While there is a […]