Puzzle Solver Blog2019-07-17T19:07:34+00:00

Be Kind, Rewind

By |June 7th, 2021|Categories: Uncategorized|

You probably remember that sticker that they used to put on VHS tapes at the old video stores (remember Blockbuster?), with that one simple request: Be kind, rewind. An unforgettable classic. But, despite being a classic, VHS tapes have gone the way of the dodo in favor of higher quality formats throughout the years, moving to DVD, Blu-Ray, and landing where we now sit, on 4K Digital. It just [...]

Memorial Day

By |May 31st, 2021|Categories: Uncategorized|

Today, we honor those who made the ultimate sacrifice to protect our country and our freedom. And to those who have served or are still serving, we salute you and thank you deeply for your service. Around this time of year, many of our clients donate to organizations that support veterans and their families. It often brings up questions around charitable giving. Charitable giving is important - and they [...]

Failure to plan…

By |May 28th, 2021|Categories: Uncategorized|

Here's a trend that literally no one wants to be a part of: The boomer generation is not retiring when they deserve to. Remember the old dream where you ride merrily off into the sunset the day you turn 65? Where you'd trade your 9-5 for whirlwind cruises, bingo games, spoiling the heck out of your grandkids, or maybe just relaxing on your front porch in a comfortable rocking [...]

The Roaring Twenties

By |May 27th, 2021|Categories: Uncategorized|

As the COVID-19 vaccine continues to become more and more available, one might say there is a palpable feeling of optimism in the air. Just maybe, the 2020s will mirror the prosperity of the 1920s as the world returns to normal. However, the decade that came after the 1920s can undoubtedly serve as a cautionary tale about blindly thinking prosperity is unending. Ask anyone in 1925 if they worried [...]

Lunar Eclipse

By |May 25th, 2021|Categories: Uncategorized|

Get those solar eclipse glasses ready! Though not quite as visible as it was in 2017, there will be a lunar eclipse tomorrow that can be seen across the United States. While the moon eclipsing the sun is a fascinating phenomenon to witness, as a financial advisor, it reminds me of a common concern voiced by my clients: will my lifespan eclipse the lifespan of my savings? Unfortunately, this [...]

To Pay or Not to Pay (Student Loans)

By |May 24th, 2021|Categories: Uncategorized|

That is the question. 'Tis nobler to invest or pay down my debt? The speed at which one pays off their student loans is an increasingly common personal finance question, and it's made even more complicated by the uncertainty of policy in Washington. Unfortunately, like a lot in life, the answer to this question is, "it depends." A common rule of thumb is that it's dependent on your loan's [...]

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