First Financial Insights
How to Choose a Property Management Company
Operating a rental property is challenging work because modern buildings are unrelenting in their demand for care. The property needs to be protected from seasonal
Economic Commentary – The Economy & Inflation
We hear two major themes in the questions being asked by clients these days: is the stock market heading for a correction, and what will
How Long Will $500,000 Last in Retirement?
How long will $500,000 last in retirement is a great question to be asking as you approach, or are in, that 50s decade of your
Pension vs. 401k: Unveiling the Main Differences
Pension vs 401k Pensions and 401ks are two retirement plans that often get confused with one another. People say they have a “pension” when they
Economic Commentary – The Economic Horizon
Underlying Strength The economy is strong, certainly stronger than anyone would have predicted from the depths of the Covid recession last year, and the question
Saving For Retirement At 50
Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as
Best Dividend Stocks For Retirement
When creating an investment plan, look no further than dividend stocks for retirement. Dividend stocks can provide a great way to build up retirement income.
Economic Commentary During Crazy Times
Crazy is probably the best word to use in describing 2020 and the first couple of weeks of 2021. One year ago, nobody would have
Building an Investment Portfolio from Scratch
Building an investment portfolio from scratch usually means you have little or no, experience. Perhaps this is your first foray into the world of investments;
Thanksgiving Commentary – Gratitude In Difficult Times
These are difficult times. Nobody surveying the scene in January and February of this year could have predicted what we’ve all just experienced. In fact,
The True “Crash Proof” Retirement
“Crash Proof” Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is an enticing offer. Who wouldn’t want a “crash proof” retirement?
What Happens to 401k When You Quit?
Summary: When you quit your job, you have options for your 401k: leave it, roll it over, or cash out. Managing it wisely is crucial
Economic Commentary – Where Are We Going
Any economic forecasts of where we are going must be prefaced by acknowledging where we were and where we are now. Where We Were We
Which Pension Option Should You Choose
Which Pension Option Should You Choose If you have a pension and are retiring or changing jobs, you have a very important decision to make.
How To Attain Real Wealth
Real Wealth There’s a lot of talk about wealth – how to create it, grow it, keep it – but we often wonder if people
Can You Trust Your Financial Advisor?
Can You Really Trust Your Financial Advisor? Life is getting busier and more complicated, so it’s not surprising to learn that more and more people
Economic Commentary – Coronavirus Truths
Coronavirus Truths Concern over the Coronavirus continues to hit financial markets. The decreases in the Dow Jones Industrial Average and the S&P 500 indexes are
Working With a Financial Planner
Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management
How to Retire Early | The Essentials of Early Retirement Planning
Thirty-five percent of Americans are retiring earlier simply because they can. But the decision to transition from working life to retirement is a personal and
Trump Tax Plan 2025: How Trump Tax Policy Will Reshape Taxes
2025 will witness former President Donald Trump becoming the new President. It will also witness a fairly extensive revisiting and review of tax rates, many
Best Place to Retire in US | 8 Best States for Retirement
Planning for retirement isn’t just about saving enough money – it’s about making smart choices to stretch those savings and enjoy your golden years. One
Economic Commentary – What Does The Election Mean?
We’ve all been through a bruising election season, and emotions are running high on all sides of this election’s various debates. As readers of these
Is $5 Million Enough to Retire? Key Factors to Consider
For many pre-retirees, $5 million is often seen as a benchmark for a secure retirement. But is it enough to support the lifestyle you envision
7 Ways to Legally Avoid Paying Taxes
Finding ways to minimize tax payments is a goal for many individuals and businesses. Luckily, the U.S. tax code offers several legal strategies to help