5 Post-Holiday Shopping Tips for Retirees

Holiday shopping can be stressful, and unless you took advantage of Black Friday or Cyber Monday, you might find it tough to find the deals you need to keep your gifts within your budget. Well, post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and gifts. Use [...]

Should You Have a Charitable Trust?

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

What You Need to Know About the State of the Crypto Industry

2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead of getting into the weeds of what the technology of crypto is or the genesis behind its creation, it’s more important to understand [...]

How to Build Your Art Collection in Retirement

Art collecting has been a part of human life since early African and Asian civilizations collected and stored art in temples, tombs, and sanctuaries.[1] In more recent times, art collections have been mostly associated with royals and the ultra-wealthy. However, anyone can participate and become an art collector, and doing so can sometimes end up [...]

Financial Wisdom from Coaches

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

2 Reasons the Generic 60/40 Portfolio Fails

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety [...]

Homemade Dishes to Rediscover in Retirement

Close your eyes and think back to your childhood. What’s the first thing you remember? Your first thoughts may be about your childhood room or your old posters and magazines. Maybe it was your living room couch that had a distinctly comfortable spring to it, even in its final years before it was tossed. It [...]

Naughty or Nice: Financial Advisors

“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.

3 Factors to Know for Rising Interest Rate Conditions

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75% in November.[2] This rise in the [...]

These Classic Bands from the 60s and 70s Are Still Jamming!

Baby Boomers have certainly proved that retirement can be a time of not just rest and relaxation but of fun and adventure. As you enter this wonderful new phase of your life, there are famous bands and musicians from the 60s and 70s that are still on tour now, whose tunes and jams have uplifted [...]

Go to Top