December 18, 2024

Our take on “Die with Zero”

Insights /

Reading Time: 3 minutesThere were many valuable insights from the book “Die with Zero” by Bill Perkins. Here’s a crash course on the book and why we like it. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your tax return: traps to avoid Retirement Account Contribution Amounts – 2024 changes! […]

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2024 Market Recap

Market Updates /

Reading Time: 2 minutesHere’s a quick summary of what we’ve been seeing in the market this year and what it may mean for you. This year we witnessed: While the future can never be predicted, it looks like a Trump presidency will be positive for the economy and markets. As we’ve discussed in past newsletters, we would expect

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