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Blog

Market Volatility
Michael Alexenko | May 1, 2024

Why are markets volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
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Older couple embracing on a boat overlooking a body of water
Michael Alexenko | Apr 24, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Michael Alexenko | Apr 17, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Michael Alexenko | Apr 10, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Watercolor style picture of 5 carrots sprouting from the ground.
Michael Alexenko | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Michael Alexenko | Mar 27, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Michael Alexenko | Mar 20, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
A row of houses along a canal
Michael Alexenko | Mar 13, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Hand holding a bill with a red "Past Due" stamp on it
Michael Alexenko | Mar 6, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Michael Alexenko | Feb 28, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A calculator and a pen on top of a graph
Michael Alexenko | Feb 21, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
A brain surrounded by circles representing brain waves
Michael Alexenko | Feb 14, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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