How to Maximize Charitable Giving
In this video, Drew Tignanelli discusses the best ways to maximize charitable giving
When to Collect Social Security
In this video, Graham Ewing discusses when it could be the best time for you to collect social security.
10 Things to Do Before You Retire
Preparing for retirement may seem daunting and overwhelming. You may not know where to start or what information to even consider. This article will discuss 10 things to do before retiring that will hopefully provide some guidance to start on…
Simple Things to Prepare for Social Security and Medicare
More and more I have clients reaching out to sign up for Medicare and/or Social Security. Sometimes it is important that they sign up and sometimes it is not. Let’s explore when you should and when you should not. At…
Invisible Losses You Can See…and Avoid
In this video, Drew Tignanelli and Alec Sunners discuss invisible losses and how they can impact your financial well-being.
The Invisible Losses
The stock market goes down by 10%, your $500,000 account drops $50,000, and panic sets in. It drops another 5%, and you decide to act and sell. Your worry is relieved as you see the market go down another 5%,…