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What My Hobby Taught Me About Seeking Advice

It all started when a project on my honey-do list required me to dust off the circular saw. I discovered an interest in woodworking... Most people start their research on Google but fail to realize that everyone has a unique set of circumstances and goals, so general advice isn’t going to get you where you need to be, at least not efficiently. The same goes for financial advice. There are a lot of different ways to save and invest, but making sure you are using the right investments and saving your money in the right places will have a huge impact on the quality and success of your goals.

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"FAANG” – Individual Stocks Could Bite if You’re Not Careful

“FAANG” stands for Facebook, Apple, Amazon, Netflix and Google/Alphabet. These are considered 5 of the hottest stocks in the market today. These 5 stocks have no doubt created a lot of rich people and in turn, have generated a lot of buzz when it comes to any investor from the newest to the most advanced. This concept has driven further theory and speculation into “figuring out” or “cracking the code” to the unpredictable stock market which has been going on since its inception in 1926.

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Social Security- What You Need to Know Before You Claim

Before claiming social security there are some things you should know. When do you meet your full retirement age because that impacts how much you collect. Take a look at your longevity, your Cost of Living Adjustments (COLA) and your spousal benefits. Lastly, keep in mind that there may be taxes and penalties that come with claiming too soon. We realize that this is a complex subject and encourage you to work with a financial planner, CFP® or ChFC® who is proficient in retirement planning.

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The Numbers and Psychology of Retirement

Planning for retirement and retirement itself is both a game of numbers and psychology. Both areas serve to create the most successful planning and, ironically, a focus on each of these areas individually serve the other. The numbers are the foundation and lifeblood of any retirement plan. Most people, even the ones actively saving for retirement, do not have a clear and specific idea of what their investments will be and what they can expect from them when they retire.

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