Did you know more than 4 out of 10 Americans aren’t saving for retirement, and more than half of Americans feel like they aren’t meeting their retirement goals? The world of retirement planning is ever-evolving, and staying informed about legislative changes is crucial to securing your financial future. The SECURE 2.0 Act is a significant…
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May Captain’s Log What Is Your Financial Independence Number? Do you know your Financial Independence Number (FIN)? Recently, I was listening to a podcast, and it was suggested that 99% of people do not know what their FIN is! The FIN is the amount of money someone needs to save to retire and live comfortably…
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April Captain’s Log How Much Should Someone Keep In A Money Market Or CD? We’ve all heard the analogy “cash is king!” If you’re still working and earning a living while being more than 24 months from retirement, a three- to six-month emergency fund is sufficient. There could be exceptions to this rule if you…
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March Captain’s Log Unlocking Investing Success: The Power Of Diversification And Staying The Course Investors, especially do-it-yourself investors, often grapple with the impulse to chase after the latest shiny investment opportunities. This tendency can lead to strong opinions based on personal beliefs, influencing their investment behavior. Clients must resist the urge to outsmart the power…
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Are you gearing up to purchase your first home? Buy a new car? Have another large expense on the horizon? Whatever your game plans, the key to successful financial planning lies in understanding the ins and outs of interest rates. Much like the external factors that influence the rise and fall of the ocean, interest…
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Effectively managing your money helps pave the way for a secure retirement and many financial advisors would say that process should begin when you start earning your first paycheck. But when is the right time to begin working with a financial advisor? Are there minimum assets needed before scheduling that first meeting? The bottom line…
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