Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from investing, good money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
David & Gina
Thursday, March 9, 2023
Spring is an ideal time to clean up your finances, clear out the clutter, and get a fresh start. Maybe you have more money left over at the end of the month and could use a budget tweak. Perhaps you have too many expenses on autopilot,...
Thursday, January 26, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Friday, December 9, 2022
We all know about standard retirement hobbies such as golf, gardening, or woodworking. But now that you have time to fill, why not think outside the box? Here, we share some unique retirement hobbies that can help spice up your golden...
Wednesday, November 30, 2022
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...