Sarah Clish, CFP CLTC, APMA

Stock prices continue higher as the US economy surges. So why update your portfolio mix at this stage? Chief Market Strategist David Joy explains.

Happy Independence Day!

According to a recent survey by CreditCards.com, 45% percent of parents with adult children have provided financial support during the coronavirus pandemic and of those 79% said the funds would have otherwise gone towards their own personal finances.

With time on your side, your finances have much more space for potential growth and more wiggle room for risks. Let’s chat.

Almost everything of value in life (your relationships, careers, finances) require a lot of patience and hard work. ? Keep on growing!

Social Security survivors benefits could help supplement other financial assets in your family. I can help you navigate the specific requirements.

Does your employer offer a 401(k) match? Message me to discuss maxing out all your company perks.

Emotional decisions during periods of volatility rarely pay off in the long run. Contact me to discuss long-term goals.

Distributions from 401(k)s and traditional IRAs become required after age 72. I can help you prepare to take required minimum distributions while staying focused on your long-term goals.

You can’t outlive Social Security retirement benefits. But deciding at what age to start receiving them has long-term implications.

Wishing a Happy Father’s Day to the dads who have helped shape our lives.

Creating breathing room financially may lower your standard of living but raise your quality of life. - Andy Stanley, Senior Pastor of North Point Community Church

Unlike some other income streams, Social Security retirement benefits have the backing of the federal government and are protected against inflation.