Financially Speaking Blog
Over-Looked Tax Breaks for Retirees
Preparing for taxes in retirement is one financial strategy move you can make to help keep more money in your pocket. And, to that end, there are several often-over-looked tax…
International Investing: Opportunity Overseas?
For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession. In general, U.S.…
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…