February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now a thing of the past. This year’s increase was much…
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Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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You’ve figured out your budget, your retirement nest egg is substantial and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the…
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Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your…
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April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last 20 years. The rebrand reflects a trend of taking a more active approach to finances…
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Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really understand all the implications when you start your new life….
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Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using…
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Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle…
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