Jun 18, 2021 | Blogs, Financial Planning
Why Is Financial Planning Important? Americans, in general, are struggling with their finances. According to the NIRS (The National Institute on Retirement Security), 95% of millennials are not saving the recommended amount of money needed to secure their financial...
Jun 12, 2021 | Blogs, Market Updates, Tax Planning
Are you tired of hearing about taxes? Me too. But here we are. Let’s dive in. So, we’ve got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That’s a lot of expensive legislation on the table....
May 21, 2021 | Blogs, Market Updates, Tax Planning
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s...
Apr 14, 2021 | Blogs, Financial Planning
After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.(GETTY IMAGES) On a cold day in Chicago in December 1969, 13...
Apr 13, 2021 | Blogs, Financial Planning, Physicians/Dentist
Follow these retirement planning tips—whether or not you’re retired Retirement planning at any age can be challenging. Still, there are certain steps to take when you’re in your mid-60s and beyond to make sure you’re ready for those golden years. KEY...
Apr 9, 2021 | Blogs, Financial Planning, Physicians/Dentist
Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring...
