by Jake Ness | Apr 11, 2024 | Retirement Planning
You’re at the peak of your career, enjoying the fruits of your labor, and the last thing on your radar is – retirement. Now, you might be thinking – “I’ve got plenty of time to worry about that later!” But honestly, when it comes to...
by Jake Ness | Jan 30, 2024 | Investment Planning, Retirement Planning
In a world filled with economic uncertainty, one question looms large in the minds of high-net-worth individuals: How will inflation affect my retirement plan? In this article, we will delve into the complex interplay between inflation and retirement planning,...
by Jake Ness | Jan 18, 2024 | Financial Planning
As we look back to 2020, the landscape of home buying created many challenges for would-be buyers. Many faced a competitive market with bidding wars and homes selling above the asking price in a matter of days. In the frenzy, I heard countless stories about...
by Jake Ness | Dec 26, 2023 | Retirement Planning
Retirement is a time when people might be able to finally sit back and relax. The years spent working hard and diligently saving have finally come to a halt. We all dream about how we will spend our golden years – perhaps traveling, pursuing a long-lost hobby, or...
by Jake Ness | Dec 21, 2023 | Investment Planning
Homeownership can come with benefits such as equity, tax benefits, and more. However, the process of owning a home will involve mortgage rates for home financing if not paying cash. Understanding mortgage rates and how they work is key to getting the best deal. ...
