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How Your Portfolio is Like a House

How Your Portfolio is Like a House

When the stock market drops or crashes, have you ever had this thought: My portfolio is down $100,000…$200,000…$1 million! How will I ever recover what I’ve lost? This is an important question to consider…your retirement life depends on it! It’s common to wonder how...

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Market Declines: What We Can Learn from History

Market Declines: What We Can Learn from History

Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.

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How Much Do You Need to Retire?

How Much Do You Need to Retire?

Are you starting to think about making the transition to retirement? If so, do you find yourself excited…then suddenly anxious? If you do, you’re certainly not alone. Many people realize they haven’t planned as carefully for their retirement years as they had hoped,...

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I Want to Retire Next Year…Am I Ready?

I Want to Retire Next Year…Am I Ready?

You’ve worked hard, invested well, and are finally ready to make the exciting leap to retirement. But if you’re like many considering this transition, anxiety quickly sets in. Can I really stop working? What will I do? Can I afford it? Have I saved enough? Where will...

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Can (and Should) My LLC Own a House?

Can (and Should) My LLC Own a House?

Should you own real estate in an LLC? What about other personal assets? As you accumulate wealth in different forms, the question about owning real estate and other personal assets in an LLC is a common one. You may be looking for tax benefits, protection from the...

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How Much Will Healthcare Cost in Retirement?

How Much Will Healthcare Cost in Retirement?

You’ve dreamed big, planned carefully, invested well, and you’re ready to enjoy life in retirement! Then the looming questions come, putting a damper on your enthusiasm: what about healthcare? How much will insurance cost? What about unexpected hospital stays? What if...

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What’s in the Inflation Reduction Act of 2022?

What’s in the Inflation Reduction Act of 2022?

President Biden signed the Inflation Reduction Act of 2022 into law on August 16 and includes notable changes to corporate taxes, Medicare prescription drug prices, and tax credits for clean energy and electric vehicles. Forbes notes that, because many of the...

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