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Blog

Jeff Cleckner | Sep 17, 2024

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Jeff Cleckner | Sep 10, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Jeff Cleckner | Sep 3, 2024

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Jeff Cleckner | Aug 27, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Jeff Cleckner | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jeff Cleckner | Aug 13, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Digital art image of a business person looking through a large set of binoculars.
Jeff Cleckner | Aug 6, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Presidential Election
Jeff Cleckner | Jul 30, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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Jeff Cleckner | Jul 23, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Jeff Cleckner | Jul 16, 2024

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Feeling the "Vibecession"?
Jeff Cleckner | Jul 9, 2024

Feeling the "Vibecession"?

Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Close-up image of an elderly hand being held by a younger-looking hand
Jeff Cleckner | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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