Enhance Today | Enrich Tomorrow
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…
If paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to question whether their cash at the bank will be there when they…
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…
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in their portfolios, including: Inflation impacts Mid-term elections War in Ukraine…
The Secure Act 2.0 was recently passed bringing in hundreds of changes. In today’s show, we focus on the most important changes that impact you. We’ll break down these changes to explore planning opportunities that could affect your retirement planning…
It is a New Year and time to give your finances a personal checkup! See the list of ways to check your financial vital signs below that should be done at the beginning of each year: 1. Set Financial…
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…
Behavioral finance biases can make or break your journey to building wealth. The truth at the heart of behavioral finance is the fact that we are not rational decision-makers when it comes to our money. The following five psychological and…
