Posts Tagged ‘Financial’
Golf’s Retirement Planning Lessons
Golf’s Retirement Planning Lessons For many people, the idea of retirement planning and golf seem to go hand in hand. Once we stop working, spending more time on the golf course is a common goal. Team Approach The majority of PGA Tour players have a team supporting them to help them succeed.…
Read MoreStrategic vs. Tactical Investing
Strategic vs. Tactical Investing How do these investment approaches differ? Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach. While each approach involves the periodic adjustment of a portfolio and holding portfolio assets in varied…
Read MoreTax & Estate Strategies Update for Married LGBTQ+ Couples
Tax & Estate Strategies Update for Married LGBTQ+ Couples In this age of marriage equality, there are new possibilities. The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…
Read MoreConquering Retirement Challenges for Women
Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles. When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or…
Read MoreGood News- Continued Economic Recovery
In this week’s recap: Stocks power higher, while the Dow makes a few changes. Weekly Economic Update THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average…
Read More