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The pandemic has become a new variable in deciding when to retire. Some near-retirees lost their jobs and decided to go ahead and turn in the towel. Others were focused […]

Millennials Step Up In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one

Low Supply Increases Demand Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their

Single Finances Pew Research Center reported that in 2019, about 38% of adults ages 25 to 34 in the U.S. were not married or living with a partner, up from

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t

How to Evaluate a Stock   There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot

Status Update: Young Adults in America   Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious

Young People: Who Said You Have To Be Wealthy To Invest?  Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and

What is Downtime? In the business of financial planning, you get the privilege to meet a lot of amazing people, whether it be employees in your own office or fellow professionals.

What a Fun-Gi! Our client George is a simple man who does honest work. Truthfully, maintaining a farm is as honest work as it gets, not quite for the faint