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Wednesday, May 15, 2024

These mistakes can lower your Social Security benefits by hundreds of dollars. Navigating the complexities of Social Security can be daunting, and as a financial advisor, I've seen firsthand the common mistakes people make when...

Monday, May 6, 2024

In an age where financial decisions can significantly impact one's future, the intersection of social security and financial literacy has become a critical focal point for individuals planning for retirement. Social security, a...

Tuesday, April 30, 2024

Retirement is often seen as the ultimate goal, a time to relax and enjoy the fruits of one's labor. After years of hard work, retirees eagerly anticipate the freedom of no longer being tied to a career routine. However, an unexpected...

Tuesday, April 23, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Tuesday, April 23, 2024

As a rule, I avoid drawing attention to market anomalies unless I believe there’s a good investing lesson for everyone. The unusual price action in the cocoa market is giving me that opportunity. So today’s lesson is, “hindsight is...

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Thursday, April 18, 2024

What is financial fitness? We are all familiar with the term physical fitness, and if pressed for a definition, we might define it in terms of our strength and health level. When it comes to an explanation of financial fitness, the...

Wednesday, April 10, 2024

Does the idea of early retirement ignite a spark within you? In the hustle and bustle of our daily lives, many dream of the day when we can break free from the grind and live on our terms. That's where the Financial Independence...

Thursday, April 4, 2024

Thirty percent of retirees said that a health problem was a factor in their decision of when to retire.* Per the 2022 study, Fidelity Retiree Health Care Cost Estimate, an average retired couple aged 65 should have approximately $315...

Tuesday, March 26, 2024

Only 31% of adults feel they are financially ready for retirement*. If you feel like this, you're not alone. Neglecting careful planning for retirement can cast a long shadow over one's golden years. You may face the heartache of...

Thursday, March 21, 2024

Are you in or are you out? Sometimes it’s hard to tell! Investing is a unique journey, often resembling a love "situationship" where emotions can sway like the market. The exhilarating highs of gains may ignite feelings of love,...

Saturday, March 16, 2024

Your credit score is more than just a number; it reflects your financial health. Loving your credit score is a crucial aspect of fostering overall economic well-being. This article will explore what qualifies as a good credit score,...

Wednesday, March 13, 2024

Individuals often focus on accumulating wealth and building a robust portfolio in the search for financial success and security. However, a critical aspect sometimes overlooked is the profound connection between long-term health and...

Monday, March 4, 2024

Thirty percent of retirees said that a health problem was a factor in their decision of when to retire.* Per the 2022 study, Fidelity Retiree Health Care Cost Estimate, an average retired couple aged 65 should have approximately $315...

Friday, February 9, 2024

Only 31% of adults feel they are financially ready for retirement*. If you feel like this, you're not alone. Neglecting careful planning for retirement can cast a long shadow over one's golden years. You may face the heartache of...

Tuesday, February 6, 2024

In investing, emotions often play a significant role in decision-making. Emotional Bias, akin to a love language, can subtly guide investors through the highs and lows of the financial market. Understanding the impact of emotional...