April 2024 Newsletter
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March 2024 Newsltetter
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Goal Setting for your Retirement
Discover key retirement planning goals for pre-retirees and retirees. Learn about financial security, healthcare planning, lifestyle choices, and more to ensure a fulfilling retirement.
Why Should I Have a Financial Plan?
Retirement, often viewed as a period of relaxation and enjoyment, can quickly become stressful without proper planning. Taking a proactive stance on your financial future may alleviate some of that stress. Here are 6 reasons you should consider having a financial plan: Ensuring a Steady Income Stream: One of the primary concerns for retirees …
Tax Planning for the Pre-Retiree & Retiree: Navigating Legality and Legitimacy
For those on the precipice of retirement or already enjoying their golden years, the topic of tax planning is paramount. It can determine the quality of life, legacy considerations, and even the ability to pursue post-retirement ventures. However, a common concern is the fine line between legitimate tax planning and illegal tax evasion. This article …
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Maximizing the Last Days of Summer
As the golden hue of August sunsets paints the sky, we find ourselves entering the final chapter of summer. For retirees and pre-retirees, this is a wonderful time to relish the warm weather, embark on new adventures, and create lasting memories. If you’re hoping to end this summer season in style, the following tips are …
Discover the Best Activities and Events to Enjoy this May: Your Complete Guide
Spring has sprung and May is here! This is the perfect time of year to get outside, enjoy the warmer weather, and take part in some fun activities. Here are some great ideas for things to do in May: Visit a Farmers’ Market: May is the beginning of the growing season, which means farmers’ markets …
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Invest in Your Future This April by Becoming Financially Literate
Invest in Your Future This April by Becoming Financially Literate April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or …
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Football Shaped Brownies
Football Brownies “Heathers Brownies” There’s no better way to wash down all those wings and beers than with a sweet and decadent Super Bowl dessert! Help ease the pain for the losing team with a crowd-pleasing classic like football-shaped brownies. Take a look below at Heather Elam’s Brownie recipe! Ingredients: – 1 box brownie mix, …
Weekly Market Commentary – June 20th
THE WEEK IN REVIEW: June 20 Interest rates spike, markets rally The Fed met on Tuesday and Wednesday. Expectations last week were for it to raise rates another 50 basis points (bps) and for the Fed Funds rate to rise to 1.25%, but over the weekend it was leaked that the Fed would rise by …