The Whims of Wall Street

What to know about shifting market attention, and investor burnout.  It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months...

Tax Efficiency in Retirement

What role should taxes play in your investment decisions?  Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may...

Retirement Seen Through Your Eyes

After you leave work, what will your life look like?  How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if...

Retirement Blindspots

Some life and financial factors that can sometimes be overlooked.  We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life...

2021 Off to a Fast Start

Market volatility continues into the new year. The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...