October officially kicks off one of the busiest times of years for most as holiday planning, fall breaks, and extracurricular activities fill our schedules. This also seems to be the time bucket lists are drawn and we feel we need
If you are an investor in the markets, you are probably aware that the stock market can go up and down (news flash!). September lived up to its reputation of being a historically bad month for stocks, but many bond
My two boys have been fascinated with TV shows, music, and movies from decades past—or as they like to call it: “stuff from the 1900s.” ☹ To my heart’s delight, we’ve been binge watching the A-Team at night–with occasional diversions
Break out the calendars and flip the page to October – we’re officially ¾ of the way through 2021! Can you believe it?! Time to dig up those new years resolutions you made for the year and revisit your goals.
Recently I had my first experience playing Blackjack at a casino. Anyone who knows me well knows that I don’t tend to gamble, mostly for the reason that winning requires skills, of which I have not had the experience to
We recently helped a business owner who is nearing retirement unwind his company’s work plan. This can happen for several reasons, but it is usually because the business is closing or the plan itself is ending. Either way, it’s important
Schools are back in session, and for parents, the tradeoff of having kids at school all day is the added chore of helping kids do their homework at night. When the Yakel kids were in elementary school, it was sort
Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem
Is there such a thing as overdoing it when it comes to contributing to your 401k / employer sponsored plan? If you are in the position to be questioning this, then congratulations, that is an excellent place to be financially!
TL;DR: more cute dog pics below 😊 Over our 20+ years in the industry, my partner Sarah Yakel and I have heard the refrain ‘I’ll get out of the market now and get back in when things look better’