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Understanding the Stock Market’s “September Effect” Stock Market ChartInvestmentsWealth

Understanding the Stock Market’s “September Effect”

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 Watson
Deena WatsonAugust 30, 2023
The Pros and Cons of Early Retirement Plan Rollovers 401k, retirementInvestmentsRiskWealth

The Pros and Cons of Early Retirement Plan Rollovers

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 Watson
Deena WatsonJanuary 27, 2023
You’ve Inherited an IRA. Now What? inherited IRA, IRA, inheritance, beneficiary, taxesEstate PlanningIncomeInvestmentsTaxesWealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…
Deena Watson
Deena WatsonJanuary 27, 2022
Received an Inheritance? Be Aware of These 5 Tax Implications estate, estate planning, beneficiaries, inheritance, funeral, casketEstate PlanningInvestmentsTaxesWealth

Received an Inheritance? Be Aware of These 5 Tax Implications

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 Watson
Deena WatsonDecember 12, 2022
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth generational wealth, estate planning, family, multiple generations, wealth management, retirement planningEstate PlanningInvestmentsTaxesWealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
Deena Watson
Deena WatsonNovember 18, 2022
Is Frugality the Key to Reaching Retirement? coffee, starbucks, frugality, retirement planning, wealth managementIncomeInvestmentsRiskWealth

Is Frugality the Key to Reaching Retirement?

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 Watson
Deena WatsonDecember 12, 2022
Considering Selling Your Home to Fund Retirement? Home for saleEstate PlanningInvestmentsWealth

Considering Selling Your Home to Fund Retirement?

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 Watson
Deena WatsonJuly 17, 2023
What to do in a down market? Arrows showing market ups and downs | Outlook Wealth AdvisorsInvestmentsRiskWealth

What to do in a down market?

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 Watson
Deena WatsonJune 16, 2022
Estate Planning: Life Insurance Life Insurance, beneficiary, estate planning, estate, inheritance, heirsEstate PlanningIncomeInvestmentsTaxesWealth

Estate Planning: Life Insurance

ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
Deena Watson
Deena WatsonJuly 26, 2022
5 Roles Life Insurance Plays in Retirement Planning Life Insurance, retirement planning, wealth management, retirement plan benefitsEstate PlanningIncomeInvestmentsTaxesWealth

5 Roles Life Insurance Plays in Retirement Planning

5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
Deena Watson
Deena WatsonJuly 26, 2022
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