Read Up on Your Retirement Resources

We strive to keep you informed on all financial information that may impact your retirement. Check back often to learn the latest.

Things Most Advisors Don’t Tell You #5

Things Most Advisors Don’t Tell You #5:The importance of asking questions You’re driving on one of those remote, dusty highways where it seems like there are more buzzards than other cars.  It’s been hours since the last town of any size, which is concerning because according to your carefully laid plans, you should have reached…

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Investing in the Fast Lane

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Things Most Advisors Don’t Tell You #4

Things Most Advisors Don’t Tell You #4:Financial harmony in the home Ever heard the saying, “No man is an island”?  It means no one is so self-sufficient that they don’t benefit from the help and comfort of others.  It also means that no one is so isolated that their actions affect only them.  The decisions…

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Markets in a Minute: Debt Ceiling

As many of us know, regularly spending more than you earn is an easy way to jeopardize your financial health by amassing too much debt. So, it can be hard to watch the national debt grow at a rate that those who spend prudently might consider irresponsible. That said, the U.S. government is not an…

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Things Most Advisors Don’t Tell You #3

Things Most Advisors Don’t Tell You #3:The importance of prioritization Once there was a farmer who woke up early to milk his cows.  On the way to the barn, he noticed his fence was broken.  So, he went to his shed to get his tools, only to find he was out of nails.  On the…

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2021 Potential Tax Law Changes

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Things Most Advisors Don’t Tell You #2

Things Most Advisors Don’t Tell You #2:Managing your most precious asset Do you know what your most precious asset is?  It’s not your house.  It’s not your car.  It’s not your investment portfolio.  It’s your time.  Benjamin Franklin once said: If time be of all things the most precious, wasting time must be the greatest…

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Your Guide to a Mistake-Free Retirement!

Stop me when this sounds familiar …“I wish I had studied harder for that test.”“Why didn’t I ask him/her out when I had the chance?”“If only I started sooner.”“I wish I knew then what I know now.”I’m willing to bet that you’ve said one of those statements—or something like it—at some pointin your life. Everyone…

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Things Most Advisors Don’t Tell You #1

When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics.  I am no exception.  After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for…

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American Family Plan

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SP500 Reaching 4000

Dear Friends: milestone (noun)1 1.  a stone functioning as a milepost 2.  a significant event or stage in the life, progress, development, or the like of a person, nation, etc. The S&P 500 closed above 4,000 on Thursday, April 1, marking a major post-recession milestone. Perhaps you’ve heard by now that the S&P 500 recently…

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Important information about your tax filing in 2021

Dear Friends of Eddy and Clayton, In a normal year, tax filing season usually starts in January.  But this isn’t a normal year. On January 15, the IRS announced that tax filing will begin on February 12.1 This gives the agency more time to prepare for the second round of COVID stimulus payments, which required…

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