As we reflect on the values July 4th represents, you might think about the history of our nation. So, let’s look back at how this nation has changed from a financial lens. Inflation has been a part of our lives today but it has also been prevalent since this nation’s founding. Let's dive in!

Summer is a great time to experience all that retirement has to offer. When the weather is warmer and people are on their summer breaks, there are so many activities and plans you can make to enjoy the best of life. Ultimately, the goal of retirement planning is to set yourself up to have the kind of amazing summers you want without making costly mistakes. Let's discuss!

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You’ve spent most of your life and working years saving and investing for your retirement. But what comes next? The transition from accumulation to income generation isn’t just a snap of the fingers. In fact, it’s a whole new approach to thinking about your wealth, your goals, and what your money can do for you. Let's discuss!

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When it comes to your finances, hopefully, you’ve found strategies that already account for inflation risks. However, sometimes you might notice that there’s a gap. If that’s the case, you might be considering changing a thing or two about your retirement approach. So, let's understand the misconceptions associated with inflation and the costs of adjusting your financial strategy.

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Whether inflation is at 1% or 10%, it’s important to have a long-term strategy for how to address it in retirement. The cumulative effects can diminish how far your hard-earned savings really go. So, let’s jump in to understand what options and strategies you might consider to fight inflation.

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Jerome Powell, the chairman of the Federal Reserve, issued some statements on the state of inflation and what he sees as the road to economic stability. While a recession would have to occur to bring prices back down to where they were, there’s hope to balance the economy in a more stable way. Let's discuss!

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Inflation has been prevalent in our lives for many years now. Since 2020, total inflation is reported to be around 23%, and for certain staple items you might find at the grocery store, it’s even more. As we've all heard, the price of eggs nearly doubled! So let’s discuss further to help you understand the total effect of inflation on your retirement finances.

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The truth is, one of the largest expense categories in retirement is tax. The good news, is that you have more control than you think over how your money is taxed in retirement. Let's discuss!

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Whether you’ve lived in your home for decades, or you’ve hopped houses every few years, the taxes associated with a home sale are important to understand. Stay tuned as Larry and Kim discuss what you need to know about home sale taxes and your retirement strategy.

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One of the most common sources of retirement income is in the form of IRAs and 401(k)s. But what makes these different than just a regular brokerage account? The crucial differences come down to the way they’re taxed. Let's discuss!

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