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Pension Attention

Nov 30, 2021

Political arguments pop up around Thanksgiving dinners all over America. But the point of Thanksgiving is to come together despite our differences. 

Dating back to the first ever Thanksgiving, it’s been a celebration that we all benefit from coming together — especially when we disagree. 

The truth is, you can’t...


Nov 23, 2021

Inflation is real and it’s here. The 5.4% rise in the Consumer Price Index over the last year is the highest in 13 years. You notice inflation’s insidious impact every time you fill up your tank or buy a cup of coffee.

But how big a threat is inflation to your portfolio?

Let’s pretend you have $60k today. In 20...


Nov 16, 2021

Are you thinking about buying your first home or moving up into a better home? 

Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. 

To make matters worse, paying too much for your home can cripple your financial future. And paying too...


Nov 9, 2021

While the market continues to reach all-time highs, it won’t always be that way.

When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns. That’s why it’s important to have a strategy for down markets before they happen.

Don’t get me wrong. I’m not...


Nov 2, 2021

Are you thinking about moving to a new state?

Many clients I’ve talked to recently either have already moved to a new state or are considering it. While people move for a variety of reasons, there’s a mass exodus out of some states — for both active and retired first responders. 

Why? 

Well, many states come with...