Enhance Today | Enrich Tomorrow
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…
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light of all these issues? You may be wondering if you…
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…
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If either of these fits you, then you won’t want to…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
