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The pros and cons of downsizing (or moving) in retirement

The pros and cons of downsizing (or moving) in retirement

There are plenty of great reasons to sell your home in retirement, and not all of them are financial. Downsizing can help boost your liquid assets and reduce monthly expenses while opening up new opportunities. It may also impact what you leave to your children (and how). If you’re

Ode to George Hornby: A Journey of Diverse Endeavors

Ode to George Hornby: A Journey of Diverse Endeavors

In the huddle of life, you've played many roles, From Raiders' cheers to managerial goals. With a heart full of passion for the game you adore, Your spirit embodied what it means to roar. From managing cabs in New Jersey's fleet, To ensuring each ride

Graphic – Where have all the public companies gone?

Graphic – Where have all the public companies gone?

April 2024 – Economic and Market Update

April 2024 – Economic and Market Update

EXECUTIVE SUMMARY * Inflation is not cooperating with the Federal Reserve target of 2% annualized Core CPE and is unlikely to get there in an orderly fashion. * Prioritizing credit management and duration risk in an uncertain interest rate environment. * Consumers remain strong spenders, according to Visa, and consumer sentiment is at

Getting Out There – A Primer on Camping and Road-Tripping with kids

Getting Out There – A Primer on Camping and Road-Tripping with kids

“I have never been lost, but I will admit to being bewildered for several weeks.” – Daniel Boone Rainy days in San Diego are my trigger to start planning what we are going to do during the summer. Many of the most popular places from Glacier National Park (MT) to Doheny

Compliance with the Corporate Transparency Act

Compliance with the Corporate Transparency Act

As we step into 2024, a significant regulatory change is on the horizon that impacts corporations, limited liability companies (LLCs), limited partnerships, and similar entities. Newly formed entities are now required to file a report with the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN), providing detailed information

January 2024 - Economic and Market Update

January 2024 - Economic and Market Update

EXECUTIVE SUMMARY * 2023 turned in a good performance on the markets despite a great deal of hand wringing regarding the risks of a recession. * Potentially peak interest rates require a look at how to handle conservative investments, particularly, Certificates of Deposit (CDs). * New year, new RMD rules. A look at