We all remember March, 2020, when much of the world shut down. The markets were on a roller coaster ride to put it mildly, and investor emotions were off the charts. The uncertainty that COVID-19… +

Small-business owners are often passionate about what they do and take great pride in the value or service their business offers. It’s likely they work long hours and spend ample mental time thinking about operations,… +

  As wealth managers, we often assist people with their retirement planning needs. Now artificial intelligence (AI) could soon dramatically alter the retirement world as we know it. https://rethinking65.com/2021/07/07/ai-is-likely-to-potentially-disrupt-retirement-planning/

The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge. Read Full Article 

For smart investors, the surprising answer may be very little.  Here’s why, and what you should do (and not do) as election season heats up. Investing during an election year comes with a special kind… +

Far too often, people in the United States are retiring with plenty of “gas left in their tank,” only to find it difficult to transition into that next chapter in their life’s journey. According to… +