Assessing Your Investment Strategy: A Comprehensive Review for the Year Ahead
In the realm of finance, investing is both an art and a science. It can also be a key aspect to securing a prosperous financial future. However, you can’t just “set and forget” your portfolio. Much like an architect reviewing blueprints before construction begins, assessing your investment strategy is an essential step toward building financial […]
Unlocking Investor Success: Escaping the Clutches of Behavioral Traps
You may think that successful investing is all about having a strong grasp of economic principles. While this is certainly helpful, it is also advantageous to have a deep understanding of human behavior. That’s because, as human beings, we are sometimes our own worst enemies when it comes to financial decision-making. In fact, there is […]
Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
Ep 100: End of the Year Planning Pt. 1
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
