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2022 New Year's Resolutions

How Do Your 2022 Resolutions Lineup With Other Americans?

January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

January 10, 2022
Nearly four in 10 (38%) of Americans currently work with a financial advisor, representing a significant jump from __...
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How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care

January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
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2022 Outlook – A Year of Relative Calm

2022 Outlook – A Year of Relative Calm

January 5, 2022
During the latter portions of the year, it is our custom to create the economic outlook for the upcoming...
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Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness

December 21, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue

Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue?

December 3, 2021
“Profits should be based not on optimism but on arithmetic.” –Ben Graham Equity returns have been spectacular...
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Five Strategies to Help Protect Your Wealth From Taxes

Five Strategies to Help Protect Your Wealth From Taxes

December 2, 2021
While some of the tax proposals that would have significantly impacted high-net-worth individuals have been eliminated from the Build...
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Don’t Let Risk Derail Your Goals

Don’t Let Risk Derail Your Goals

December 1, 2021
Factor Risk Into Your Investment Strategies When it comes to reaching your goals—retiring early, buying a second home,...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review

December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Your Life Simplified - Community Involvement

Community Involvement: Giving Back So We All Move Forward

November 30, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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Your Life Simplified - Here in My Car - Whats Driving the Auto Industry.jpg

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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