How Market Cycles Can Impact Your Retirement

Sequence of returns can play a role in the success or failure of your Plan. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income… Read More How Market Cycles Can Impact Your Retirement

The Inflation Reduction Act & The CHIPS Act

What you should know. The Inflation Reduction Act *quick note: items in this bill won’t have an impact on inflation for years to come Tackling Climate Change Electric Vehicle Credits – for New and Used vehicles. Homeowner’s Credits – includes heat pump water heaters, heat pump systems for heating, HVAC, and upgrading solar panels and… Read More The Inflation Reduction Act & The CHIPS Act

Being smart & affluent doesn’t automatically mean you’ll be wealthy…

Perception, hesitation, & poor decisions are factors.  Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases, bad decisions and inaction are to blame.… Read More Being smart & affluent doesn’t automatically mean you’ll be wealthy…

How a Financial Plan Helps You Endure Market Volatility

Your portfolio may be designed to give you the best chance of achieving your financialgoals. Unfortunately, the market doesn’t care about your risk tolerance or your goals. The Market Has a Mind of Its Own A key characteristic of a well-designed financial plan is the consideration of market volatility— and for good reason. For example,… Read More How a Financial Plan Helps You Endure Market Volatility