First Financial Insights

Economic Commentary – Recession Worries

We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources – sometimes the same ones – are predicting a significant

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6 Essential Wealth Preservation Strategies

Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the

Economic Commentary | Russia And Ukraine In Perspective

Russia and Ukraine in Perspective We all awakened this morning, February 22nd, 2022, to what was assumed as inevitable – Russia would invade at least

Economic Commentary – Trends and Transitions

This economic commentary comes at a year-end and, therefore, the beginning of a new year. It’s probably expected that we will recap what happened this

Economic Commentary – The Stock Market Paradox

A paradox is a “situation, person or thing that combines contradictory features.” That is a perfect description for the stock market of the last several

How to Avoid Estate Tax

America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth

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

Notebook open to a page with Pension vs. 401k written on it

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.

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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?