the retired grandparets
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...
So you’ve crossed the big finish line into retirement, now what? Retirement is presenting new challenges and new opportunities to carefully consider.
We want to evaluate your unique goals, risks, and opportunities and where you currently stand with income, asset protection, and insurance. If we can improve your income potential through more efficient investment and tax strategies, we know that that translates to a more comfortable retirement for you.
When it comes to your legacy, we can help you develop a strategy to transfer your wealth in the most tax-efficient and meaningful way. With a comprehensive understanding of you, your family, and your combined goals, we can put together the best plan with an efficient blend of strategies to maximize your current income while planning for the next stage in your life.
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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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