We have discussed the Santa Claus Rally in a previous blog post, and we suggest reviewing this previous content before we dig deeper into Market Seasonality below. The Santa Claus Rally is perhaps one of the most common examples of Market Seasonality, and considering...
While creating retirement plans for our clients, we always make sure to share the potential costs of Long-Term Care (LTC) services. As with all medical expenses, the costs for this care are rapidly rising and can easily be one of the largest expenses you may encounter...
Home ownership is a large financial milestone, and whether you are buying your first home or have been through this process before, there are a few budgeting tips that we want to address. These tips may help prevent surprises you may encounter, and this could allow...
Planning for your future retirement income needs may be one of the toughest financial tasks you will face. There is a lot of uncertainty around the future of the economy as well as your potential life expectancy. There are some factors that are out of your control,...
Every profession has designations that reward hard work and dedication. For example, personal accountants often pursue their Certified Public Accountant (CPA) designation. In our industry, one such designation is the CERTIFIED FINANCIAL PLANNER™ certification. The...
