How Women Over 50 Achieve and Sustain Wealth: 5 Essential Strategies
Women over 50 - this is for you! If your financial situation has recently changed, consider these 5 steps to secure your financial future.
Are you a passive or active investor?
Are you an active or passive investor? How are your investment strategies managed? They may be managed differently than you think.
Capital Gains Distributions: The year-end tax impact you may not see coming
Not worried about capital gains taxes because you didn't sell any investments this year? Watch out for unexpected capital gains distributions!
Is the market too high? Focus on history, not headlines!
Have we reached a new market high that cannot persist? By focusing on history, we can see that 37 out of 37 times the market has recovered.
Avoid this Scary Tax Penalty! What to know about Medicare Part D
Have you been afraid to sign up for Medicare Part D? Or look at your new Medicare Part D premium? Don't be! Avoid penalties and high fees.
Estate Planning Basics
Do you know who will make medical decisions for you if you're too ill? Estate planning is more than just having a Will. Learn the basics.
How do Falling Interest Rates Affect My Investments?
With the recent Fed cuts, how do falling interest rates affect your investments? We review bond and stock affects on your portfolio.
Is It Time to Leave Traditional Methods for a Fee-Only Approach?
Do you know what you're truly paying your financial advisor? Do you know if they receive commissions? Learn more about fee-only advisors.
Will the presidential election impact the stock market?
Does the presidential election actually impact the market? We have data that suggests it does not. So what does impact the markets?
No more excuses, start your financial plan!
Are you having trouble achieving your goals and financial success? Maybe some of these excuses sound familiar. We can help you get past them.