No matter where you are starting from, the road to retirement will include twists and turns. Everyone's path to retirement is different. But in our experience, we've come across a few common traps that folks fall into when thinking about and planning for retirement....
In this week's video, Tom discusses the rocky start to 2022 for stocks. While stocks are down, he offers some things to consider. Are you going to need this money in the next year, two or three? Are you flipping out over a 10% stock market dip? Stock market drops are...
The stock market has gotten off to a bumpy start in 2022. In this week's video, Casey shares some statistics about what's been happening underneath the hood of the stock market. As well as providing some historical context about market drops. We understand if you are...
In this week's podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We're...
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Retirees are so used to running the race that when they get to the finish line, it can take a while to adjust. There is much to look forward to in...
We've seen a record number of people leaving their jobs lately and many of them are retiring early. The financial implications of early retirement are massive. It's important to know if you will you be retiring completely? Or are you taking time to reconsider your...
The beginning of a new year always lends itself for stock market pundits to make predictions about what the coming year will bring. Know this, stock market predictions are for entertainment purposes only. The S&P will end up here! The Nasdaq will do what? You...
Recent headlines have claimed that the stock market is being "propped up" by just a handful of the largest companies. In this week's podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to...
In this week's video, Tom explains how inflation is measured. And why it might be better to measure it in multi-year stretches of time instead of month-over-month or year-over-year. The Federal Reserve's target for inflation is 2%. The readings lately have been high,...
Many people lately have been electing retirement before they expected to. This growing trend is referred to as “The Great Resignation”. The trend, influenced by the COVID-19 pandemic, has made a lot of folks reconsider their plans for the future. People no longer want...
