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
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
Whether you’ve just recently retired, or it’s coming up in the next few years, it’s possible you may be feeling some financial uncertainty regarding your readiness for retirement. Before making…
Deena WatsonJanuary 4, 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
WHAT TO DO IN A DOWN MARKET? "History provides a crucial insight regarding market crises: They are inevitable, painful, and ultimately surmountable." ~Shelby M.C. Davis, founder and former mutual fund…
Deena WatsonJune 16, 2022
America Saves Week is an annual call to action for Americans to commit to saving successfully. Celebrated February 20-24, it encourages individuals to do a financial check-in that allows them…
Deena WatsonJanuary 27, 2023
You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…
Deena WatsonDecember 12, 2022
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
Deena WatsonDecember 12, 2022
No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart…
Deena WatsonMarch 1, 2023