Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability in your health insurance coverage and expected out of pocket…
What are particular habits you see in successful investors? So often when markets become choppy, we get hyper-focused on the outcomes of our investment strategies. But successful investors focus much more on a system to guide their decisions, which limits…
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take, for example, a friend of mine, who was experiencing some troubling medical symptoms. Typing her…
While the IRS has issued no indication that the deadline to file your 2018 tax return will be adjusted, we continue to monitor the effects that the government shutdown may have. We will continue to operate with the tax filing…
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments in our busy lives where we stop and ponder, am…
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify? With US stocks outperforming non-US stocks in recent years, some investors…
For 2019, just about all of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
2018 gave us a December to remember (and not the Lexus kind), with the S&P 500 index losing 9% for the month, locking in the worst December performance since 1931. From the last peak to the most recent bottom, the…
The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our 5 most read posts from this past year, with an…
We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling your questions of how you can make small tweaks to…
