Search

The 2024 Guide to Your New Year Financial Goals

As we usher in a new year, it’s that time again – the season of resolutions and fresh starts. Among the top contenders for our resolutions list, financial goals often claim the top spot. After all, what better time to assess, plan, and set the course for your financial future than the beginning of a new year? In this blog post, we’ll explore some key considerations and insights to guide you in setting meaningful financial goals for 2024.

Social Security Spousal Benefit

Social Security is one of the most significant safety nets in American society. The program was enacted more than 85 years ago, and it still remains a crucial source of income for many Americans during their retirement years. Social Security provides benefits to individuals who have paid into the program through payroll taxes, allowing retirees to maintain a certain standard of living in their golden years.

One important aspect of Social Security is the spousal benefit…

What is Tax-Loss Harvesting?

It certainly never feels good to lose value in your investments, and we understand that no one begins investing with the intention of losing money! However, the inevitable ups and downs of the stock market will occur. The premise of TLH is to sell some of your investments at a loss to offset gains you may have realized from selling other investments that increased in value…

Hurricane Preparedness & Insurance Check Up

Hurricane season is upon us! Actually, it’s been here for a while. Officially, it runs from June 1st to Nov 30th.  But the hot season is fast approaching and it is always worth talking about hurricane preparedness items and, no, we don’t mean the usual items – batteries, water, supplies. Yes of course, all of those are important, but we want to focus on protecting your assets: Like your home, for example!

A Shady Tree

“Somebody’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
A book that I recently have been enjoying is called “Simple Wealth, Inevitable Wealth” and throughout this book the author quotes Warren Buffett. In particular, this quote stands out to me. Think about planting a tree in earth. It will inevitably take root and grow over time.

Scratch Golfers

I once read from Nick Murray that scratch golfers don’t necessarily hit the largest number of great shots, but that they actually just hit the fewest number of terrible shots.

The Behavior Gap

This term, behavior gap, was originally coined by Carl Richards, and it refers to this idea that there is a difference between a wise financial decision versus what we may ultimately do based on our emotional decision making.

3 Key Metrics for Business Owners

I love talking with entrepreneurs, because I can actually feel the excitement that comes with starting your own business. As someone who is familiar with that route though, I know there are countless factors to consider as you make decisions. Here are three things we’ve been doing from the beginning to ensure a healthy business: