Prepare for possible tax cuts and the Jobs Act Sunset While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that…
Deena WatsonNovember 30, 2023
Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…
Deena WatsonOctober 13, 2023
Whether you’ve officially retired or are still working full-time, as you approach 65 it's important to understand the ABCs of Medicare. While you’ve likely heard of it before, we’re breaking…
Deena WatsonSeptember 27, 2023
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s…
Deena WatsonAugust 30, 2023
History has shown that successful investing requires discipline, patience, and an ability to manage risk. When volatility enters, emotions and investment risks run high. It can be easy to lose…
Deena WatsonJuly 27, 2023
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income strategy 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
TAKE THE CHECKLIST CHALLENGE You've worked hard. Made sacrifices. Saved diligently. You've earned the right to enjoy the next season of your life. If something’s worth doing, it’s worth doing…
Deena WatsonJanuary 27, 2022
STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…
Deena WatsonJanuary 27, 2022