This time of the year often brings nostalgia as I prepare for holiday celebrations with family and friends and reminisce about events over the past year. It also gets me thinking forward to my goals and aspirations for the new year. Feeling nostalgic and celebratory...
As we are quickly approaching the end of the year, I find myself reflecting on the many things I am thankful for. Family, friends, health, and the ability to do meaningful work for wonderful clients to help them create peace around the issue of money are top of mind....
It’s hard to believe that 2020 is almost over. Normally we get a little nostalgic this time of year as we reflect on what has transpired so far. Not this year! We couldn’t be more excited to close the books on 2020 and get a fresh start in 2021. Hopefully, there is a...
As I write this, a winner in the 2020 U.S. Presidential election has not been declared and a bitterly contentious, hard-fought battle for the Oval Office ensues. But one thing we know for certain is that the U.S. stock market is bigger than any one person or one...
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are your Social Security...