Retire While You Work

Let’s talk Series I savings bonds. With inflation running its hottest since the 1970s, Series I savings bonds have been a major topic of discussion this year. Up until this year, I don’t think I had ever heard of Series I savings bonds (probably since they’re inflation-linked and inflation has been sub 2% since my…

Below is a great email response to our recent market video from an experienced client/investor…I thought his wisdom was very sound, and wanted to share with each of you as you navigate your own plan (and emotions!)…..hope it helps. You can attribute it to an old guy who’s a cross between Andy Rooney of 60…

Now more than ever, due to the technological advances we have seen over the past few years, we are living in a world full of freelancers, independent contractors, side-hustles, and commission-based jobs. With these types of jobs come fluctuating income based upon work completed, instead of salary or hours worked. However, this doesn’t necessarily mean…

It doesn’t seem possible, but here we are closing in on the midway point of the year. 2022 has started out as one of the most volatile starts in any year looking back all the way to 1939. But what we are seeing we do believe to be a normal part of the economic cycle…

It has been a fast and volatile ride in the market so far this year. After three years of double digit returns we are seeing a correction in the market. It is important to remember, corrections are a normal and a healthy part of the market and economy. It’s like the Spring needs rain and…

  Crazy market so far in 2022 to say the least- record inflation, Fed raising rates, bonds getting beat up (worst start to a year for bonds EVER), an overseas war, and certain areas like technology being challenged badly on the downside.  With all of that- so I’ve learned over 20 years- comes the opportunity…

Hobbies are an important piece of our life that everyone needs. Whether it is a hobby that you do by yourself, or one you do with others, having something outside of work that interests you is important for keeping you energized. Hobbies can come at all kinds of different price points. Some are very inexpensive…

There is no better feeling than officially completing school. I finished my master’s degree and my CPA exams a few summers ago and thought to myself, “I can’t believe I never have to take another test again!” Little did I know, I would transition to the financial planning industry and have the SIE, Series 7/66…

Stock market volatility is never fun to deal with or try to understand, but it’s a normal part of being a long-term investor. If you are invested in the stock market, at some point you will have to deal with volatility. The only way to avoid this would be to keep your money in cash…