You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises and provide strategies so you are ready when they arise….
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is this time different? Can we recover from this? These were…
A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…
Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss…
It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering. Unfortunately, many investors take actions that prove harmful to their wealth…
“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday. The short-term losses appear to be a direct result of…
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening to the wisdom of those that have gone before you,…
Fee-only financial planning? Sounds like a mouthful. Let me explain… I recently had the pleasure of returning to my alma matter at NC State to speak to the Finance Club about fee-only financial planning as a career path. The finance…
A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona. The content of the conference piqued my interest for multiple reasons, but I had 2 main goals in attending: Tech Stack In financial…
There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss the pros and cons of buying a timeshare. If you’ve…
