The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as… Read More
Retirement & Lifestyle Planning Article
Retirement & Lifestyle Planning
Minimizing Tax Impact, Retirement & Lifestyle Planning
A Tax Planning Guide for High-Net-Worth Retirees
Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2024
The second quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. This is not a “rising tide lifts all boats” market rally, though. The S&P 500 Index… Read More
Retirement & Lifestyle Planning Article
Market Update: First Quarter 2024
The first quarter of 2024 built on the gains that US stock markets enjoyed during 2023, with the S&P 500 Index eclipsing it’s previous all-time high. Gold shined bright again,… Read More
Retirement & Lifestyle Planning Article
It’s Time to Spring-Clean Your Financial Plan
Tips to work towards a brighter future so you can enjoy the fruits of your labor Spring is a time of renewal and rejuvenation, as the world awakens from its… Read More
Retirement & Lifestyle Planning Article
Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to planning your finances As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement… Read More
Retirement & Lifestyle Planning, Retirement Plans Article
Tips to Planning Your Purposeful Retirement
Three science-backed avenues to retirement enrichment and fulfillment Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career’s demands is… Read More
Retirement & Lifestyle Planning Article
The Dark Side of Home Improvement
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t… Read More
Retirement & Lifestyle Planning Article
Health Care Checklist for Finding the Best Coverage
Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review… Read More