What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights…
Deena WatsonAugust 30, 2022
Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
Deena WatsonJanuary 27, 2022
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is…
Deena WatsonJanuary 27, 2022
TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
Deena WatsonMay 9, 2022
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves…
Deena WatsonMarch 15, 2022
TAKE THE CHECKLIST CHALLENGE If something’s worth doing, it’s worth doing right. We believe there’s a particular time of life this phrase couldn’t be more appropriate – retirement! But how…
Deena WatsonJanuary 27, 2022
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…
Deena WatsonJanuary 27, 2022
STRESS-TEST YOUR RETIREMENT In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and ears to figure out the problem. Today, with engines…
Deena WatsonJanuary 27, 2022
