Insights

As the debt ceiling drama in Washington unfolds, uncertainty around the Fed grows, and inflation remains stubbornly high, the price of gold has experienced a surge over the past six months. How is gold affected by recent events and what role can it play in a well-diversified portfolio?

Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers-38% to be exact-said that the cost of health care is their top fear.

Planning for retirement has never been more important and yet so challenging. Given the difficult inflationary conditions of the past two years, the risk that worries most retirees continues to be outliving their savings.

The right estate strategy gives your loved ones a meticulously detailed picture of your intentions. All the while, paying Uncle Sam as little as possible. We realize it’s easy to put this off. It doesn’t feel urgent.

Imagine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling cliffs. You have two choices of how you could get there.

What’s more important: What you do or what you don’t do? It’s a philosophical question, isn’t it? Let’s think about it in terms of your retirement — especially right now.

If you’ve watched the independence of your aging parents slowly slip away, you’ve probably thought to yourself:

The repercussions of inflation, Fed rate hikes, the ongoing banking crisis, and the approaching debt ceiling deadline are being felt throughout the financial system. One area directly impacted by these shocks is real estate, across both the residential and commercial sectors.

You’ve heard about the “old” way. You’re earning good money now, so the thought pops up at random times…