If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the first week of June 2023, we experienced this more than ever with stocks such as Nvidia, which is a leader in artificial intelligence semiconductor chips and Tesla, the next-generation car manufacturer, having tremendous gains!
In April, parents of high school seniors are looking at their financial aid letters. It's a stormy time for many families. Parents are trying to figure out how to bridge the gap between the school's sticker price, and the amount of aid their student receives. The award letters are inconsistent and hard to decipher.
With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying to decide on a new year’s resolution? Not sure what to set as your goal for the coming year? Keep thinking to yourself “New Year, New Me!”?
Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is something that affects such a large percentage of the population so easily misunderstood and complex? The goal of this article is to deliver the fundamentals of Social Security and develop a much stronger communication with your advisor around the topic. With all that being said, let’s jump right in.
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I would be sitting in meetings with the experienced Financial Advisor I was teamed up with, and watching him handle a lot of hard conversations. Two things became clear to me throughout those hard first years: (1) My life verse as a Financial Advisor should be (Matthew 6:34) Therefore don’t be anxious about tomorrow, for tomorrow will be anxious for itself.
Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers all over the country, but one conversation that continually happens with educators in Ohio is their frustration with the pension system that they’re under. In recent years the requirements to be able to retire with full benefits has changed, of course not in a good way.
