Retire While You Work

There are many different things that you can make money by investing in. Some of the most common investments that come to mind for people are stocks, real estate, precious metals, cryptocurrencies, and the list goes on and on. Depending on your situation and goals, all of them may not be the right fit for…

Budgeting. AHHHH! Goodness, sorry to start off with such a scary word. I think “budgeting” gets a bad rap these days. Truthfully, I’ve always struggled with budgeting. I think most people think of a budget as restrictive and penny-pinching. Having an accounting background, I can keep records of my finances all day long (I may…

As we close in on the mid-term elections, the investment committee has been meeting and discussing our models and overall investment strategies. If you recall last month, we sent out an update mentioning these same points and some key support levels that we were watching. The markets continue to hover around those same levels and…

It’s no secret we’re in the midst of a bear market. For those who have the cash to invest, this can be a great opportunity to get a discount in the market. The S&P 500 is floating just under 3,700 at the time of this writing. That’s over a thousand points from its all-time highs…

I wanted to share with you our most recent Investment Committee notes and thoughts, especially considering the levels of volatility over the last month.  It’s not fun for anyone to have a negative/down year and lose money- even though it’s temporary and doesn’t matter much in light of our long term goals.  After 20 years…

Do you find yourself drowning in debt? You’re not the only one. Benjamin Franklin once said, “Beware of little expenses; a small leak will sink a great ship.” Many of us struggle with understanding the best approach to handling our debt. However, preparing for expenses with the right budget not only allows us to manage…

With October and November just around the corner, selecting and updating your benefits for the coming year will be time. If nothing has changed in your situation, this is just a great time to confirm that what you originally selected still applies to you. If there have been changes in your situation and you have…

Whether it be professionally or personally, something that people close to me know is that I am always looking for a challenge. A challenge is exactly what I got myself into when a group of friends signed up for a Half Ironman last year and I decided to join them. A Half Ironman is a…