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Financial Advisors

3 Reasons to Review Your Tax Strategy

January 25, 2021

Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President Biden and Vice President Harris proposed several tax-increasing measures on…

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Financial Advisors

3 At Home Work-Outs

January 22, 2021

You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by the time we’re retired or pointless to carve out time…

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Financial Advisors

3 Retirement Challenges You Can Plan For

January 17, 2021

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your…

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Financial Advisors

Create Your Own Blue Zone in 2021

January 15, 2021

Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known for maintaining good health well into old age and are…

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Financial Advisors

What’s In Store For Us in 2021?

January 11, 2021

We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look…

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Financial Advisors

The Retirement Fingerprint – January/February 2021

January 7, 2021

Post-Pandemic Projections for the Global Economy According to a market analyst at BofA Securities, the COVID-19 pandemic is not just a temporary crisis. It is expected to permanently reshape societies, markets and politics throughout the world.

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