As we dive into the heart of March Madness, the excitement of college basketball isn’t the only thing making headlines; the financial markets are also experiencing their own form of madness.
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending.
Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025.
In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.
As we approach Thanksgiving, it’s hard to believe that 2024 is nearly behind us. With the end of the year comes a lot to look forward to- family, food, and of course, football. But there’s also another reason to celebrate this holiday season: the election is finally over.
Join us as we explore the principles that have guided Mike Ricci’s journey and discover how you can apply these timeless lessons in your own life.
There’s a lot of anticipation surround the Federal Reserves meeting this month, and their decision on interest rates will have an impact across many different areas of financial planning
Each of these topics are essential to your financial plan, which is why we wanted to spend some time on them.
We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.
Today we’ll share that intriguing conversation we had with a retiree in Florida who was fearful about the future of the economy and the dollar, which sets the stage for a deeper discussion on financial planning and investment strategies.
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