When markets are volatile, it can be hard to find reasons to stay invested. In this week's video, we offer 8 reasons to stay invested when the markets are down. These are meant to keep you thinking long-term and to help you stick to your investing process when doubt...
It can be tempting to change the plan during volatile markets. But that's the exact time you SHOULDN'T be making wholesale changes to your investments. In this weeks video, Casey discusses how long-term investors should be handling the stock market volatility caused...
Do you know how much you paid in taxes in 2021? Not how much you owe or how much of a refund you're getting. That's different. What amount of tax did you pay on each dollar that you earned? It surprises us every year when folks don't know the answer to this question....
Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week's podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh...
In this week's video, we take a look at how some of the biggest geopolitical events in recent history have impacted the US stock market. We know there is a lot of uncertainty right now regarding the situation in Eastern Europe, but we can't let emotions dictate our...
The decision to retire, will, for many folks, be the hardest financial decision they ever make. Sticking the landing in retirement is like landing a plane on a one lane bridge during a storm. Retirement planning may sound simple on the surface, you just save as much...
The common investing belief for retirees is that they should invest more conservatively as they get older. In this week's video, Casey discusses asset allocation, rebalancing and how retirees might want to think about their different asset "buckets". Show Notes Older...
Adjusting your tax withholding could make a big difference in your financial plan. The beginning of a new year is a great time to assess your tax withholding and make any changes necessary. Your 2021 tax situation is most likely all set. (I say most likely because the...
We've seen several extremely volatile moves in big tech stocks this week after they've released their earnings reports. Owning individual stocks is risky. In this week's video, Casey explains what's been going on while highlighting the best way to own individual...
We talked on a recent podcast about whether or not paying down debt counts as saving money. They are both equally important financial habits to form. But the resounding answer was no it does not. If you're reading this blog post, you likely have debt. (Or at least...
