Articles and Blogs

December 19, 2022

By

Comments Off on A Hawkish Fed and Shopping Slowdown Send Stocks Lower

A Hawkish Fed and Shopping Slowdown Send Stocks Lower

A Hawkish Fed and Shopping Slowdown Send Stocks Lower - learm more in our weekly market update.

READ MORE...
December 15, 2022

By

No Comments

What I Learned in 2022 (Annual Edition)

What I learned in 2022 - lessons from a financial planner about finances and life!

READ MORE...
December 14, 2022

By

Comments Off on 10 Types of Investments and How They Work

10 Types of Investments and How They Work

10 Types of Investments and How They Work - Learn about the different types of investments and how to use them.

READ MORE...
December 14, 2022

By

Comments Off on Housing Market Insight with Matt Lieberman

Housing Market Insight with Matt Lieberman

In this episode of Wealth, Health and Happiness, we interview Matt Lieberman. Matt is the V.P. of Residential Lending at Apex Home Loans with the goal of helping first-time homebuyers build their future wealth. In this episode, we talk about the housing market and mortgage rates, and share some helpful advice for first-time home buyers.

READ MORE...
December 12, 2022

By

Comments Off on Stronger-Than-Expected Data Results in Shift of Momentum

Stronger-Than-Expected Data Results in Shift of Momentum

Stronger-Than-Expected Data Results in Shift of Momentum. Learn more in our weekly market commentary.

READ MORE...
December 9, 2022

By

Comments Off on The Best States to Retire for Tax Purposes

The Best States to Retire for Tax Purposes

What are the best states to retire to for tax purposes? That depends on what tax benefits you're looking for.

READ MORE...
December 9, 2022

By

Comments Off on Don’t Be Average: The Average Retirement Savings

Don't Be Average: The Average Retirement Savings

Are You Average: How You Compare To The Average Retirement Savings. Discover what the average retirement account savings is for your age.

READ MORE...
December 6, 2022

By

Comments Off on I Took Advantage of The Incredible Sales Recently, Did You?

I Took Advantage of The Incredible Sales Recently, Did You?

I Took Advantage of The Incredible Sales Recently, Did You? And I'm not talking about Black Friday and Cyber Monday but rather, the downturn in the stock market.

READ MORE...