The Neverending Pursuit of Money

The Neverending Pursuit of Money What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? What about chartering a trip to space? While it’s fun to imagine, this isn’t the reality for most of us. You might have heard […]

How a Financial Advisor Can Help Lower Your Tax Bill

How a Financial Advisor Can Help Lower Your Tax Bill Careful tax planning throughout the year can put more money in your pocket       Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can […]

5 Easy Ways to Protect Seniors from Financial Abuse

Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But there are risks involved, especially for our […]

How Small Businesses Can Leverage AI Today

One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including learning, problem-solving, and decision-making.” For small business owners, this can be immensely valuable. Whether it’s creating […]

Taking Advantage of the Interest Rate Cycle

Executive Summary The Federal Reserve has strategically signaled we may be at the end of the current interest rate increase cycle, creating a pivotal moment for investors. In this white paper, we will explore strategies to capitalize on this changing interest rate landscape. We will discuss the potential benefits of increasing Certificate of Deposit (CD) […]

Are You Prepared for a 30 Year Retirement?

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how […]

25 Ways to Make Friends in Retirement

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it can also present challenges in terms of socializing and making new friends. Research consistently highlights the positive impact of social connections on overall well-being, mental health, and longevity. Friendships provide […]

Mortgage Gimmicks Explained

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%.1 The run-up has cooled the housing market considerably.   Now, lenders are having to get creative to drive new business. They’re offering more incentives […]

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after theyretire?1 This underscores a trend of retirees eager to explore new horizons, trade familiarenvironments for fresh ones, and even redefine what their retirement living might look like.However, the decision to relocate during retirement shouldn’t be made lightly. […]

5 Strategies to Boost Your Retirement Savings

An elderly man and woman are seated in a white room with sleek modern furniture. They are focused on a laptop placed on a table in front of them, exploring and interacting with the digital world.

Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest egg so you’re better prepared to meet your goals. Consider the following five strategies for maximizing your savings potential.  1. Maximize tax-advantaged contributions  Get the most out of your savings […]

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