Retirement is an incredible time to explore new hobbies you might not have had time for before. But it’s easy to let doubts get in the way. Will you spend time and money on something just to find out you don’t like it? Maybe it’s a meditation or weight loss app that...
If you are entering retirement knowing you will never spend all your money, congratulations. This is a wonderful position to be in! But, you may be concerned about how you will leave it behind. What legacy do you want to leave? Especially if you are early in...
It’s so important to stay up to date with the latest implications to social security and medicare taxes and benefits. Sharing the latest update here
You recently entered retirement and have completed your financial plan. You are thrilled to know that the net worth you have accumulated will support your lifestyle well beyond your projected lifetime of age 100. Do you say “Yahoo, now we can live life how we dreamed...
Answers to three top-of-mind questions as investors receive their Q1 2021 statements and reflect on the past quarter.
I think it would be wonderful if “Wisdomites” could share their wisdom and lessons learned with their Young Adults (YA’S). So, I would like to propose a different way to think about connecting.
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
When was the last time YOU changed your password? I’ve unfortunately seen some of my clients fall prey to hacks that can allow the “bad guys” to get access to proprietary information. Here’s some great information about password security.
Check out the latest Market Barometer for a monthly assessment of factors impacting market performance.
We all found ports in the storm in 2020 to help ourselves cope and stay sane. How can you take these things forward into 2021?