Healthcare costs can skyrocket in retirement and threaten to derail many retirement plans. People in their early 60s are often exposed to higher health risks but are not yet eligible for Medicare coverage. A thoughtful financial planning process should aim to help people – while they are still …  Read More
Monthly Stock Market Review – August 2022
“Don’t fight The Fed.” – Old Stock Market Adage August is a month that is usually not so kind to the markets. The 2022 edition was no exception with the equity markets we follow losing about half the gains picked up in July. The only exception to this is the MSCI Emerging Markets index, which …  Read More
FAFSA 2023-24 Application – What You Need To Know
Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s mind-boggling that so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year. That’s why we craft a guide to the FAFSA 2023-24 application each …  Read More
Monthly Stock Market Review – July 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the …  Read More
3 Tax Efficient Strategies for Wealth Planning
"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and …  Read More
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