Financially Speaking Blog
Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.¹ The annual increase in the Consumer Price Index for All Urban…
Preparing Your Finances For 2022
December is the perfect time to identify some financial new year’s resolutions for the year 2022 that, while simple, may have a profound effect on your financial strategy and your…
Protect Yourself – and Your Money – From Scams
It seems like you can’t turn on the TV news or visit your favorite news website without seeing yet another story about financial scams. According to the FBI, seniors lose…
Are You a HENRY? Consider These Wealth-Building Strategies
HENRY is a catchy acronym for “high earner, not rich yet.”¹ It describes a demographic made up of young and often highly educated professionals with substantial incomes but little or no…
A Map for Your Family
A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as…
You Can Be Both Frugal and Happy in Retirement
Frugal. It’s a word that some people wear like a badge of honor, and one that others dread. In fact, when building a retirement strategy, some people are working to…