As you move from your working years to your post working years, the transition can be complicated. Instead of income coming into the household and investments being added to, it’s now time to take distributions from those retirement accounts for your income needs. With the lifestyle and financial changes that Read more…
Gabe Fransen | April 20, 2022 It is likely that you have heard about rising interest rates and inflation lately. Inflation has topped 8% year over year as of March 2022. We haven’t seen this level of inflation since 1981, when we saw it hit 10.32% year over year. Will Read more…
Mark Triplett | September 3, 2019 The term recession seems to be gaining a lot of airtime lately. Fears of an economic slowdown seem to be everywhere. Many folks are tuned in to the fearmongering, and allowing it to affect their daily lives. “Recession” gets tossed around in the media Read more…
Gabe Fransen | February 22, 2022 I’m writing this piece in early February of 2022. Inflation! I bet you’ve heard this word a lot recently. I’d put money on it that you have been feeling it’s affects at the grocery store and gas pump. It’s hard to bury the fact Read more…
Gabe Fransen | January 14, 2022 With the new year here, many of you will have new goals driven by a New Year’s resolution and many of those goals will be financially related. I’m confident that none of those financially related goals are focused on losing money or having a Read more…
Gabe Fransen | December 15, 2021 Does following the 4% rule provide for a successful Retirement Income Plan? With inflation, market fluctuations and the plethora of other variables in life, one could argue that having a customized, detailed, and well-thought-out income plan would be a wise decision – it’s just Read more…
Gabe Fransen | November 18 ,2021 On November 12, 2021, the Center for Medicare & Medicaid Services, also known as CMS, announced the 2022 cost adjustments for premiums, deductibles and coinsurance amounts for Medicare Part A and Part B programs along with the 2022 Medicare Part D income-related monthly adjustments. Read more…
Mark Triplett | March 5, 2018 The World Was Flat In the past, financial advisors have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the general practice is widely accepted, if you ask 50 different financial advisors what a well-balanced portfolio Read more…
Mark Triplett | November 6, 2017 One of the most mystifying risks in retirement is the Order Of Returns risk. Investing in marketable securities exposes you to this risk. The future value of your investment is unknown. It might go up (+) or down (-). Returns don’t occur in a Read more…
