Enhance Today | Enrich Tomorrow
With summer upon us, we’re sharing a few book ideas to add to your summer reading list. If you are looking to improve your financial life or just to enjoy a light beach-read you won’t want to miss this list….
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making us feel like we need to abandon our long-term investing…
Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of life, it’s best to prepare throughout the year so you…
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax…
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult to fully appreciate the time, effort, and in some circumstances…
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcomes for women across the globe. The gender wage gap costs women $1.6 million in retirement savings over the course of…
The retirement transition is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our guest today, Susan Bradley, is the author of…
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the takeaways we gleaned from some of the top minds…
After endless procrastination, you and your spouse finally decide to hire an attorney to help with estate planning. You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to their…
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story. Which reminded us of…
