Navigating the Fed’s Path
Understanding Interest Rates, Inflation, and What Comes Next As we move through another pivotal year for our economy, the Federal Reserve's decisions are under intense...
Uncover Hidden Savings: The Top 10 Deductions you might be missing out on this Tax Season
Are you leaving money on the table when it comes to your taxes? In the dynamic landscape of financial planning, ensuring you take advantage of...
Caring for Aging Parents: Navigating New Realities Together
In an era marked by unprecedented longevity, thanks to healthier lifestyles and advances in modern medicine, the demographic landscape is significantly shifting. The worldwide population...
Navigating Market Weather
Strategies for Long-Term Success While the current market environment is thrilling as we set historic highs, seasoned investors know financial markets can be unpredictable, and...
Lessons from the Smartest People I know
In an article that first appeared in Southern California Senior Life, Paul Merriman shares what he's learned from smart people who have retired successfully: Since...
What does my Financial Future look like?
A few years ago, we visited an 83-year-old client at his home, only to find him in his backyard planting a new tree. Our eyes...
Make Your Tax Refund Work for You
If you’re one of the millions of Americans receiving a tax refund this year, why not use that money to reap long-term benefits? The following...
Notes from the Fed’s most recent meeting
News from the recent Federal Reserve meeting on January 31st, 2024 and what it means for us. The Federal Reserve decided not to change interest...
Retiring Earlier Than Expected? What To Know
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and...
