Leslie Carrier
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Take Charge of Your 401(k)
Have you ever switched jobs? Research shows that the average American employee switches jobs over...
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Seven Principles of Investing
Hiding your money under a mattress as an investment strategy is probably not a good...
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July Market Recap
The Markets (as of market close July 31, 2023) Stocks closed higher in July, with...
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The Pre-Retirement Checklist
How prepared are you? Getting ready for retirement? Before you can cross that bridge, you’ll...
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Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure...
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2023 Quarter 2 Market Recap
The Markets (second quarter through June 30, 2023) Wall Street proved resilient during the second...
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SECURE 2.0 Act Expands Early Withdrawal Exceptions
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement...
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Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into...
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May Market Recap
The Markets (as of market close May 31, 2023) The markets in May were marked...
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How Taxes Impact Your Retirement-Income Strategy
Retirees face several unique challenges when managing their income, particularly when it comes to taxes....