Articles, Market Commentary
& More

Past Commentary & Articles

Wise Women
December 10, 2024
no alt text set

While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

Article
December 6, 2024
wallet, purse

Wallets are becoming less common in today’s world, a trend we’ve discussed before. The rise of smartphones, capable of handling everything from digital payments to transit access and even building entry, has redefined how we think about the traditional wallet.

Article
December 6, 2024
no alt text set

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Article
December 5, 2024
retirement coach charitable donation article image, retirement strategy, wealth management, pay off mortgage before retirement

Life often feels overwhelming, especially during the holiday season. But a simple story about a jar, golf balls, and coffee offers powerful insight: focus on what truly matters. Prioritize the essentials, cherish connections, and always make space for moments of joy.

Article
December 5, 2024
no alt text set

Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.

Wise Women
December 4, 2024
no alt text set

Don’t let the joy of the holidays strain your budget and sanity. By planning ahead and focusing on meaningful experiences, you can create a festive and financially responsible season.