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
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
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
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
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
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.
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
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
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
