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The Retirement Trainer

Jan 28, 2022

Cryptocurrency is in the news every day. We hear stories all the time of people making big money with crypto. Billionaires like Elon Musk can affect its value with a single tweet, and potential regulation could change the field very soon.

Having said that, the questions that we hear from our clients are still the same....


Jan 21, 2022

If there is one thing that is very obvious about the near future, it’s that we’re living in very unpredictable times. Who would’ve thought we would still be in the middle of a pandemic? And who could’ve imagined interest rates to still be as low as they are now?

Simply put, you can’t always know what’s going...


Dec 17, 2021

If you think back to where you were a year ago, you were probably excited for life to get back to some kind of normal. As we have come to find out, this year proved to be full of surprises with ongoing labor shortages, disrupted supply chains, and high inflation.

With that in mind, we know we can’t predict the...


Dec 10, 2021

We’re all busy this time of year–not just with holiday parties and shopping for gifts, but with a number of major financial deadlines. On top of that, it’s also time to look back at how you did financially in 2021 and create a plan to take you into 2022 and beyond.

Whether you’re giving to charity, making...


Nov 18, 2021

It’s the holidays–and that means we’re gearing up for Black Friday deals, Christmas gifts, and more.

Giving (and receiving) gifts can be a whole lot of fun–but it’s also one of the easiest times of the year to overspend, rack up credit card debt, and make financial decisions that feel better in the moment than...