Retire With Confidence

HOW BIG WILL THE SOCIAL SECURITY COST OF LIVING ADJUSTMENT

How Big Will The Social Security Cost of Living Adjustment Be For 2023?

Retire With Confidence /

Inflation has been the buzz word since the early stages of the COVID-19 pandemic. We all have experienced the frustration of rising prices whether from higher grocery bills, gas prices or virtually anything we want to purchase. To help combat rising prices, workers typically receive increases in their paychecks. Of course, every company handles raises […]

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4 STEPS TO AN EFFECTIVE PORTFOLIO

4 Steps to an Effective Portfolio

Build Wealth, Live Debt Free, Live Financially Well, Manage My Money, Retire With Confidence /

Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we employ an investment approach based on more than nine decades of data, analysis and research, insights from behavioral finance, and close relationships with leading academics. There are four key concepts that play a vital role in

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WHEN IS THE RIGHT TIME TO EXIT A BUSINESS?

WHEN IS THE RIGHT TIME TO EXIT A BUSINESS?

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Fact: There are over 30 million privately-held businesses (the majority of which are sole-proprietors) in the United States according to a 2019 SBA study1.   Fact: There are almost 60 million people employed by those small businesses (defined as 500 or less employees) in the United States.   Fact: 100% of business owners will exit their business, whether

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