Posts by angelicacomahig
Investing in Uncertain Times – Election Edition
It’s that time that comes around every four years – presidential elections. There is one question that inevitably pops up: does the presidential election impact the stock market? Retirement planning…
Read MoreMarch 11, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow To Keep Your Mobility in Retirement
While we focus on finances and investing to help people in retirement planning, we try to have experts on our podcast to discuss lifestyle changes, too. As you get older,…
Read MoreMarch 4, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreTips For Gifting and Loaning Money to Children
You’ve done well in retirement planning and you’re living a good life. You may have plans to leave money to your heirs, and many of our clients want to learn…
Read MoreFebruary 26, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHarnessing the Power of Step-Up in Basis
Step-up in basis is something that the average person only needs to deal with once or twice in their lifetime. If you’re not sure what this means or how it…
Read MoreFebruary 20, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreClosing the Gap Strategies for Coping with Medicare’s Doughnut Hole
Shawn Southard, our in-house Medicare specialist, joined us on our latest podcast to discuss Medicare’s Doughnut Hole. If you don’t know what this means or how it relates to you,…
Read MoreFebruary 13, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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