Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…
Deena WatsonJuly 17, 2023
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…
Deena WatsonAugust 30, 2022
For investors, whether working with an advisor or taking a DIY approach, it’s important to understand the fundamental differences between two common practices - active and passive investing. What Is…
Deena WatsonApril 6, 2023
We all remember the 2008 financial crisis and recession, as millions of people lost their jobs, homes, and ways of life. While a lot of factors contributed to this economic…
Deena WatsonApril 6, 2023
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
Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want to think twice before you make the move. If your…
Deena WatsonNovember 18, 2022
DIY retirement planning is popular...And dangerous! Retirement planning is about more than working hard and growing a solid nest egg. Getting retirement "right" is more than investments - you need…
Deena WatsonDecember 12, 2022
Dreaming of retiring early? Did you know that you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while…
Deena WatsonJanuary 27, 2023
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