Helpful Information about Retirement Investment

Gen X couple living in temporary retirement

Is “Temporary Retirement” the Newest Trend?

It’s fascinating to see how the world of work has evolved so drastically over the past few years. With the rise of remote work, the gig economy, and technological advancements,…

Deena WatsonDecember 23, 2024

Investments Wealth

Understanding the Volatility Index (VIX): Wall Street’s Fear Gauge Explained

There’s a lot to consider when investing in the stock market. Because of this, the Volatility Index (VIX) is a crucial tool for investors. Often referred to as Wall Street's…

Deena WatsonOctober 30, 2024

Estate Planning Investments Taxes Wealth

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are…

Deena WatsonSeptember 24, 2024

Investments Risk Wealth

How Wall Street Measures Stock Volatility

Stock market volatility is one factor to consider when building a diversified, risk-tolerant investment portfolio. But what does "stock volatility" actually mean, and how is it measured? Here, we share…

Deena WatsonAugust 28, 2024

Changed Priorities; Changed Retirement Goals

Estate Planning Investments Wealth

What to Do When Your Retirement Goals Change

Retirement strategy is a bit like setting sail on a journey. You can plot your course, prepare your route, and set off with a clear destination in mind, but retirement…

Deena WatsonAugust 2, 2024

Senior adults enjoying a summer dinner in retirement

Income Investments Risk Taxes Wealth

Test-Run Your Retirement This Summer

Summer often brings images of relaxation, beach trips, and lazy days. For those nearing retirement, it can also be the perfect time to test-run what their retirement might look like. It's…

Deena WatsonMay 30, 2024

4% Rule; Retirement Planning, Retirement Income Planning, Financial Planning

Income Investments Risk Wealth

Does the 4% Rule Hold Up?

One of the biggest challenges of planning for retirement is figuring out how much you can spend during your golden years. Retirement income planning requires careful preparation, and budgeting. A…

Deena WatsonMay 1, 2024

March Madness basketball, basketball net

Investments Risk Wealth

How March Madness Is Like Investing

March Madness is upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out…

Deena WatsonMarch 27, 2024

Income Investments Wealth

Financial Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures for the winter continues to grow. The most popular destinations for snowbirds are Texas, Florida, Arizona, and California. A little financial…

Deena WatsonJanuary 30, 2024

Retirement, Retirement Readiness, Retirement Planning, Wealth Management, Financial Planning

Income Investments Wealth

6 Steps to Determine Your Retirement Readiness

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 retirement planning…

Deena WatsonMarch 15, 2022

Investments