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Keeping Your Informed with Financial News and Tips

5 Steps to a Realistic Retirement Budget
July 10, 2023

We want all of our clients to enjoy their retirement years, and to be able to engage in the travel or hobbies of their choice. But of course, most of us will be doing that on a more limited budget than we enjoyed during our working years. So to create…

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Good News and Not-So-Good News Regarding the Next Social Security COLA
July 6, 2023

While Social Security was never intended to provide anyone’s full retirement income, millions of retirees do rely upon the program as a meaningful supplement and a hedge against inflation. That’s because each year, the Social Security Administration analyzes increases in the overall cost of living, and in most years issues…

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Should You Keep Your Mortgage in Retirement?
June 12, 2023

Many of us dream of living in a paid-off home in retirement. After all, your mortgage payment is probably your largest monthly expense, and eliminating it would mean significantly more room in your budget. But there are also good arguments for keeping your mortgage! If that surprises you, keep reading…

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5 Ways to Save on Your Largest Purchase
June 5, 2023

For many of us, our homes are the largest purchases we ever make. They can also serve as a significant investment of your money, time, and emotional energy. So, it makes sense that we often haggle over the final selling price. But there are other ways you can save money…

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