by Kim Hall | Jan 5, 2024 | Financial Planning
While every new year often bring resolutions to mind, we want to spend some time today looking at some financial housekeeping that can set you up for a successful year. It’s important to plan ahead and start the year off strong with your financial goals – especially...
by Kim Hall | Dec 6, 2023 | Financial Planning, Organizing Your Finances
When it comes to investing, there’s a plethora of technical jargon standing in the way of your money management – what’s a fiduciary? How does a bond work? When would early withdrawal from your IRA make sense? Fortunately, there are also financial guides (AKA...
by Kim Hall | Nov 8, 2023 | Financial Planning, Retirement
For a government program designed to help people feel more secure, few topics strike more panic in the hearts of retirement-minded people than the future of Social Security. Case in point: Earlier this year, we sent a survey to all of our clients asking them to name...
by Kim Hall | Nov 7, 2023 | Retirement
Creating a retirement plan is like making a pizza. You need dough, cheese, sauce and toppings, but you can use a variety of ingredients to create each element. There are millions of ways to make a pizza, but they all have the same goal of creating a delicious meal. ...
by Kim Hall | Oct 5, 2023 | Trivia
Last year, we asked you how much Americans were planning to spend on Halloween expenses (the answer was $10 billion). This year, that number has jumped by a couple billion dollars. So our question this month is this: How much do Americans expect to spend per household...
