Blogs
Explore Insights and Strategies for Financial Success
Key 2025 Tax Breaks & Adjustment Opportunities
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025- before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, [...]
Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can derail your [...]
March Madness and Stocks: The Risky Game of Picking Winners
March Madness is here, and just like filling out a bracket, picking individual stocks can feel like a thrilling gamble. But the odds of winning big are slim. In fact, history shows that most stock picks, like most brackets, end up busted. Many investors can’t resist chasing big wins, even [...]
Choosing the Right Investments for Your Goals
Welcome to part 4 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! In today’s episode, we’re diving into what it really means to choose the right investments for your goals. We’re going beyond the basics of ‘target-date funds’ and talking about how to [...]
The Value of Professional Financial Guidance
Welcome to part 3 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! In today’s episode, we’re talking about the value of professional guidance and how having a trusted advisor can help you see the full picture, manage emotions, and avoid costly mistakes in [...]
Managing Risk in Your Retirement Journey
Welcome to part 2 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! Today’s episode is all about the importance of balancing risk, especially as retirement approaches. Steve and Walter discuss how different risks can impact retirement savings and why a risk management strategy [...]
