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Everything You Need to Know About Adjusting to Retirement
Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...
Read More529 Savings Plans vs. Prepaid Tuition Plans
Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that's right for you, it's important to understand how 529 savings plans and 529 prepaid tuition plans work and the differences between them. Who...
Read MoreNewsletter - September 2021
It’s Good to be King “It's good to be king and have your own way (enduring the pandemic-financially) Get a feeling of peace, at the end of the day (Ahhhh – everything is ok) And when your bulldog barks...
Read MoreNewsletter - September 2020
Lions, Tigers – No Bears I hope that this finds you healthy and as positive as one can be during this odd time. This past weekend, the Detroit Lions held a commanding 17-point lead in the fourth quarter...
Read MoreNewsletter - March 2020
COVID What is transpiring – Fear The coronavirus has triggered a panic in the market that we have not seen since 2008. Emotions drive markets, and we are seeing that now. But we’ve been...
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Newsletter - January 2020
Snakes in the Grass “We have a tortoise-like economy and a hare-like stock market” -Global strategist at JPM The above quote from Barron’s rings true, thanks in large part to the Federal Reserve’s...
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