Our Blog
What Is A Donor-Advised Fund?
https://www.youtube.com/watch?v=V6P4RPReJGg&feature=youtu.be Donor-advised funds are gaining a lot of popularity because of all the benefits that they provide. A lot of people thought that these benefits were only available to ultra-wealthy people or people who...
Three Common Myths About Planning for Retirement
The thought of retirement tends to bring people peace and hope throughout their entire career. The thought of planning for retirement, on the other hand, tends to be overwhelming. The idea of lining up finances to get you to that point can seem like such a burden....
Four Questions to Test Your Retirement Readiness During Turbulent Times
There are so many unknowns when it comes to the impact this pandemic is going to have on our economy, the stock market, and your individual financial plan. Here are four questions to find out your investment-in-retirement readiness: Question One Do you have enough...
Two Reasons Not To Worry if the Market Goes Down
When we look at our investment accounts, it can seem so unpredictable these last few months, and really this whole year. They go up and they go down, there's big swings in the market, there's an upcoming election, and it just seems like a lot of uncertainty out there....
The Three-Bucket Strategy
There are quite a few different retirement withdrawal strategies out there and in this video I'm going to be going over the Three-Bucket Strategy. When using a strategy like this one, I've seen clients able to handle and move through bear markets or big corrections,...
Trump v Biden 2020 Election: How Will It Impact My Retirement
How will the 2020 election impact my retirement if Trump or Biden wins? We're seeing more and more news every day around the 2020 presidential election, what this means for the economy, and what it means for our investments. And...
Retirement Planning During Uncertain Times: Three Things To Do Right Now
There's so much uncertainty happening in our world right now; in our country, in the stock market, and in the economy. But there are still things that you can be doing right now to set yourself up for success in retirement. In this post, I'm going to go over three...