by Jackie Bramel | Jul 24, 2024 | Financial Wellness, Investment, Lifestyle, Money
I can’t help but reminisce about those school summer reading lists we used to get. While they may have seemed like a chore back then, they were our gateway to new worlds and fresh perspectives. Now, as I prepare for a relaxing vacation in the Northwoods of...
by Jackie Bramel | Jul 17, 2024 | Retirement
Retirement planning is a journey filled with hopes and dreams. But the road to a secure retirement is not without its challenges. One of the most significant challenges retirees face is the sequence of returns risk. Understanding this risk and setting clear retirement...
by Jackie Bramel | Jul 10, 2024 | Market Updates
June Recap and Looking Ahead to July The markets were up modestly in June. Stocks were largely in a holding pattern as investors continue to wait for signs that the Federal Reserve will lower interest rates in the near future. On that front, the most...
by Jackie Bramel | Jul 3, 2024 | Retirement
Planning for retirement can be both exciting and daunting. One of the key aspects of a successful retirement plan is ensuring that you have a sustainable income stream that lasts throughout your retirement years. Today, I want to talk about setting realistic...
by Jackie Bramel | Jun 27, 2024 | Financial Wellness
Tip: Print this out and stick it on the fridge or somewhere else it will be seen. That way, you can check off the items one by one as you complete them!1. Reprioritize Your GoalsWith the year now half over – where did the time go? – you may find that you’ve...
