Retirement Planning
2023 Market Outlook
“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be...
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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take...
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Wild Swings in the Market
I’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow...
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When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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Restricted Stock Plans & The Impact of Your Choices
Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types...
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Inflation is Coming, Learn Why!
I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m...
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Three Considerations to Help Women Achieve Financial Independence
In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize...
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How the CARES Act Suspension of RMDs will Affect Your Taxes
Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES...
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