Retirement in 2025: Why Inflation, Longevity, and Falling Rates Demand a Growth-Minded Portfolio
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
Government shutdowns make headlines, but history shows they rarely shake the markets — here’s why investors should stay focused on the bigger picture.
The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
WHAT THE FED’S RATE CUT MEANS FOR EVERYDAY INVESTORS There’s a well-known investment rule called “don’t fight the Fed” that started in the 1970s. This rule means that the Federal Reserve’s decisions about interest rates can greatly affect the stock market and economy. So investors should pay attention to what the Fed does. But it’s…
FROM REAL ESTATE TO RETIREMENT How a 1031 Exchange powered their move from landlord to Retiree, providing more income and less stress. Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or investment portfolio growth, but…