By Bill Leavitt 2020 tax season is officially underway! Whether you’ve started filing your taxes or not, they’ve probably been in the back of your mind. And if you’re like most people, this [...]
By Bill Leavitt After years and years of working and saving, the final countdown to retirement has begun. Days filled with sandy beaches, golf courses, or more time with family are just around [...]
By Bill Leavitt Ever worry about outliving your money in retirement? You’re not alone. In fact, it’s the number-one fear people have as they transition into retirement.1 And with good reason. [...]
By Bill Leavitt There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one [...]
By Bill Leavitt Retirement is one of the biggest financial transitions you’ll make in life. You go from earning income and growing your nest egg to depending on it and trying not to outlive it. [...]
By Bill Leavitt Have you ever calculated how much you’ve been paying into Social Security throughout your working years? You’ve been contributing to Social Security your whole life, right back to [...]
By Bill Leavitt Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money is the number-one fear people have as they transition into [...]
The U.S. stock markets had the worst day of the year last Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, [...]
As I look back on my life, there is one constant that has guided my decisions in life, including my decision to become a financial advisor: a deep-rooted passion for helping others. While I [...]
In recent days, a volatile market, falling stock prices, and announcements from industry experts all seem to be pointing in the direction of a bear market. We have enjoyed almost a decade of [...]