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
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
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
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
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