Our 2019 Investment Outlook, Ep #78
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets…
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Am I Going to Have to Pay More for Medicare?
Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability…
The Habits it Takes to be a Successful Investor, Ep #77
What are particular habits you see in successful investors? So often when markets become choppy, we get hyper-focused on the outcomes of our investment strategies. But successful investors focus much…
Here’s the Prescription
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take, for example, a friend of…
When Will I Have Everything I Need to File My Taxes for 2018?
While the IRS has issued no indication that the deadline to file your 2018 tax return will be adjusted, we continue to monitor the effects that the government shutdown may…
4 Secrets to a Happy Retirement, Ep #76
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments…
Why Should You Diversify?
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify? With…
2019 Contribution Limits
For 2019, just about all of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…
Top 5 Blog Posts from 2018
The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our…
The 4 Most Popular Podcasts of 2018, Ep #74
 We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.