From Tom's Desk

 

My financial planning newsletter delivers essential insights tailored for your financial journey, offering expert advice on investments, budgeting tips, and wealth management strategies. Stay informed with timely updates on market trends and economic analyses, empowering you to make informed decisions. Join our community today to access exclusive content designed to help you achieve financial security and prosperity.


August, 2024

Every four years we are tasked with choosing who will be our President and most powerful individual in the world. That's a very heady responsibility. Each time we are told that it will be the most consequential election of our lifetime. Well, indeed, each time it is!


july, 2024

It's not just the weather that's been hot...we've had a pretty hot market lately, but now the concern (as always) is, "But where do we go from here?"


JuNE, 2024

So, what does a tonsillectomy have to do with financial planning? I often am asked my opinion on two financial instruments that share one characteristic with tonsillectomies – annuities and reverse mortgages.


May, 2024

As we watch the new growth in the trees around us, it's a good time to ask howare we growing economically, and what are the economic tail winds and headwinds we might expect as we begin the second quarter.