Northbrook Financial
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Avoiding the Big Retirement Risks
Retirement is just as much a leap of faith as any other significant life change. No matter how...
Dollar Cost Averaging – Just an average strategy?
Dollar Cost Averaging - Just an average strategy? Dollar cost averaging is an investment strategy...
Gambler’s Fallacy – What casinos and markets have in common
Bright lights, constant noise, flowing drinks, and cheers of celebration punctuated by groans of...
Is the 60/40 Portfolio Dead?
What is a 60/40 portfolio & why is it popular? A 60/40 portfolio is an investment strategy...
Recency Bias: How our Behavior Impacts our Money
Human behavior has a greater impact on financial returns than most people realize. It’s more fun,...
The Fed Goes Meta
December Recap and January Outlook While the equity markets, as measured by the S&P 500...
Managing Your Stock Options During a Transition
Employee stock options have increasingly become a piece of total compensation over the last few...
SECURE 2.0 – Big changes for retirement planning
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE...
Turning money plans into money action in 2023!
A recent study published in The Ascent revealed interesting trends with regard to financial...
Year-End Tax Planning & Checklist
As the end of the year approaches, it's important to start thinking about your tax situation....
A deeper look at the benefits of 401Ks
401(k) Plans Aren't Just for Retirement, But Starting Early Matters Millennial and Gen Z...
Year-End Planning for Solopreneurs
The solopreneur refers to someone who organizes, manages, and assumes the risks of a business...
November Investment Update
Economic data showed some movements in the right directions, both up and down. The Federal Reserve...
Marathons & Money: Thoughts from a Financial Planner on a cold marathon morning
On November 20th 2022, I completed the Philadelphia marathon for the 4th time, and while my...
Your retirement savings just got a boost from the recent IRS inflation adjustments!
Taxes are complicated…..there is no question about that. Part of the complexity comes from the...
How Do You Create a Retirement “Paycheck?”
There’s one question we hear most often from those nearing retirement, is some variation on this:...
Cash Savings: The Rise of “Yield”
Cue opening credits…. Dark clouds gather over the famous Wall Street subway stop as various assets...
Do You Need a Budget in Retirement?
You saved diligently, invested carefully, and now you have a sizable nest egg that can most likely...
September Investment Update
After the bear market rally in July was extended for the first few weeks of August, Federal...
Student Loan Forgiveness: The Basics
Millions of U.S. college graduates have begun their careers with a crushing student loan debt...