Year-End Planning for Solopreneurs

The solopreneur refers to someone who organizes, manages, and assumes the risks of a business without the help of a partner or other shareholders. While potentially very rewarding, the life of a solopreneur is often a mix of business highs and lows, slow times, where...

November Investment Update

Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about letting the economy catch up to the rate increases already enacted. Does that mean that the path forward will be smoother and potentially...

How Do You Create a Retirement “Paycheck?”

There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is not as simple as it appears – that’s why people ask it. They’re not asking...

Cash Savings: The Rise of “Yield”

Cue opening credits…. Dark clouds gather over the famous Wall Street subway stop as various assets start falling all around – stocks, bonds, and real estate are crashing into the pavement while financial bears approach from every direction…There seems to be...