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
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
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 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
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
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