Explore Financial Insights and Articles

Will there be a recession in 2022? Despite the volatile markets and negative economic outlook, most indicators say otherwise. Let's dig in a bit further!

Should you take Social Security benefits while working? You may be tempted to start taking out your Social Security benefits as soon as it’s allowed, but there are some surprising costs you should know about before you take this step. Furthermore, if you wait longer to receive benefits, you can earn substantially more from them. Today we're going over 3 tips about maximizing your social security benefits, plus an explanation of the social security earnings limitation – a very important thing that will affect your total benefits!

How do ensure you’ll never outlive your money? How do you calculate the amount you’ll be able to live on comfortably in retirement? In this second video of our retirement planning series, we’ll go over planning with the end goal in mind. In other words, how to “plan for longevity.” This involves making educated estimates to counter the effects of inflation, and envision the life you want to be living come retirement.

When it comes to retirement income planning, there's a lot more to consider than just how much money you'll need to have saved up. Retirement planning has changed substantially in recent generations, so it’s not as simple as it used to be — and it’s not just about money, either! Unfortunately, this means many people fail to hit their retirement goals.

Cyber attacks and cyber criminals continue to threaten our world. Not only are we protecting ourselves in the physical world with locks on doors and security cameras, but we’re not having to strengthen our digital fences to prevent hackers and nefarious activity online.

You work hard to earn a great living and want to maximize that as much as possible through retirement.

That means finding ways to minimize the tax burden you face each year and planning for the long-term. 

Stocks vs bonds – which is better?

This question comes up quite often in the financial planning conversation. But it’s not a one-size fits all answer. Choosing which option is best for you depends on a variety of factors and your circumstance.

What is financial planning?

And what does it mean to do this with a financial planner?