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Rising Interest Rates, Inflation, Volatility – Oh My!
Lions and tigers and bears – oh my. In the Wizard of Oz, Dorothy and her entourage faced perceived obstacle and fears as they linked arms and moved along their journey toward Oz. We too, face unanticipated
Continue readingFeeling Insecure About The SECURE ACT?
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law and became effective on January 1st 2020. Well, we had a pandemic on our minds, and you may have missed
Continue readingPandemic Retirement Reset Opportunity
Our quest to expand lifespan has been successful to a point here in the United States. The fields of medicine combined with technology, government and private sector inroads have ushered in increased
Continue readingBuilding Your Retirement Paycheck
A question that needs unpacking – “How do I maximize my retirement income stream?” Each financial asset you own fills a different bucket. This includes, but not limited to home equity, retirement
Continue readingLeaving Or Getting An Inheritance – There Are Tax Implications.
The question: “I received an inheritance, how is that going to impact my taxes?” My response – “It depends.” Here is the jest of the conversation as we unpack the situation. Look at
Continue readingFive Ways To Build Enduring Wealth
When I recalibrated the business in 2006 from a financial product focus to a comprehensive financial life planning firm, I wanted a name that reflected how we were going to serve our clients. The word
Continue readingInvest Your Values
My first jaunt into Socially Responsible investing back in my twenties paired nicely with my quest to cook healthy delving into recipes from The Moosewood Cookbook. My Dad lovingly called me his “tree-hugging,
Continue readingWhen The Carrot And Stick Aren’t Enough – Try This!
What is your financial “carrot”? We are taught to set S.M.A.R.T goals in life. A SMART goal is specific, measurable, attainable, realistic, and tangible. Traditional, old school financial planning
Continue readingGiving From Your Heart & Head
The season of gratefulness and generosity is upon us. Do you want to do your financial gift-giving with an intention for optimal impact? Motivations around giving are very personal. Your financial
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