Enhance Today | Enrich Tomorrow
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of the millions of people that have been forced into a…
We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to set up a framework for your investment strategy. You’ll learn…
Why is it so hard to envision our future self? Dan Gilbert, a Harvard psychology professor and author of Stumbling on Happiness, has found that people are really bad at predicting who they will be in the future. This is…
2020 has brought us a new reality with our vacation mindsets. With many vacation plans put on hold or completely cancelled, the pandemic has become the impetus for second homes becoming more of a reality. If you have been considering…
You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises and provide strategies so you are ready when they arise….
No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the next stock market moves. As people make these predictions, over…
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning for your special needs loved one’s future. More than 40…
In times of crisis and uncertainty, the potential need to access our savings seems to rise to the forefront. However, many of the accounts that we utilize for our savings are tied to certain restrictions. For example, the age 59.5…
Why is the stock market doing so well when the economy is not? With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so quickly? Despite the historic drops in March, the S&P 500…
The CARES Act has three major changes to retirement withdrawals within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how to note CARES Act withdrawals on your tax return. Join…
