Ever wonder why some people are perfectly calm during market swings… While you’re left wondering what’s going on? And what you should do next? If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – […]
A new year beckons, promising new opportunities. We’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning Journey. We are grateful for your presence in our life, and we are sending you our […]
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]
As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]
