the planners
RECENT ARTICLES
March 10th, 2025
Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening. The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...
March 3rd, 2025
Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial Average...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
The 10-15 years before retirement are exciting for us financial advisors. It’s the time to get all of your ducks in a row, so to speak, so that your transition into retirement comes as smoothly as we think it should.
During this time, we can evaluate your income needs today and at your desired retirement age to see if you are on track. We will consider your:
Retirement accounts
Real estate holdings
Business assets
Life insurance policies
Tax situation
Now might be the right time to look into long-term care insurance as well as to take steps to think about your estate planning needs and goals.
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RECENT ARTICLES
March 10th, 2025
Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening. The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...
March 3rd, 2025
Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial Average...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
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