THINK OUTSIDE THE BOX

Financial and investment management takes significant time, patience, and discipline. Nothing is static. Life, markets, laws and regulations, etc. are all fluid and ever-changing. We relish keeping in harmony with this constant change. You may too... With that in mind, please enjoy the information posted below. Knowledge is power!

September 13, 2024

Why Retirement Planning Is Different for Business Owners

This blog will discuss how retirement planning for business owners differs from retirement planning for employees.

May 17, 2024

Can An AI Help Me Plan My Retirement?

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

May 3, 2024

7 Ways to Spring Clean Your Finances

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

April 8, 2024

Which Financial Documents Should You Back Up?

This blog will talk about what financial documents you should back up to ensure your financial safety.

March 4, 2024

How Your Money Mentality Should Change in Retirement

Retirement changes everything. Has your money mentality changed with it?

February 2, 2024

What to Do When the Market Tanks

You may be tempted to panic or sell when the stock market is down. However, with a wise strategy you may want to reconsider saying the course. Here's why.