By Caroline M. Friedrich, CPA, CFP® By now it’s commonly understood that women consistently face more retirement challenges than men. In addition to lower wages and time out of the workforce to care for children, things get even more complicated for those that are...
With inflation reaching 40-year highs, you have probably seen the recent news headlines about I Bonds paying 9.62%. The surge in inflation has made Federal Series I Savings Bonds (I Bonds) significantly more attractive for investors. I bonds are offered via the U.S. Treasury Department….
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® I was born and raised in Knoxville, TN. As a long-time resident of Knoxville, I speak from personal experience when I say there’s a lot to love about this city. K-town, as it’s affectionately known to locals, has much to offer...
Who Are the Happiest?“Those who are the happiest are those who do the most for others.” - Booker T. Washington, prominent African American educator, author, and leader, who founded Tuskegee Normal and Industrial Institute (now Tuskegee University)Individual donors...
What Emotions Are You Experiencing? “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” -- Peter Lynch, American investor, mutual fund manager, and...
“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Everyone’s Favorite Aunt: IRMAA (income-related monthly adjustment amount) Turning 65 is a big milestone. Many people associate age 65 with Medicare, which typically...
“Shock is still fun. I won't ever shut the door on it.” - Nicolas Kim Coppola, known professionally as Nicolas Cage, American actor and filmmaker The Fed Gears Up for Shock and Awe Perhaps Nicolas Cage finds shock fun, but, since the beginning of the year,...
“Not all of us can do great things. But we can do small things with great love.” Mother Teresa – Catholic Saint For many people, it is difficult to think about the possibility of needing long-term care. According to a recent study by the U.S. Department of...
“I take the market-efficiency hypothesis to be the simple statement that security prices fully reflect all available information.” Eugene F. Fama – University of Chicago Economist and Nobel laureate Ukraine Invasion On the evening of February 24, 2022, the world...
By Caroline M. Friedrich, CPA, CFP® Have you ever wondered why I am passionate about developing holistic financial plans for my clients? Watch my video below to get to know my story. If you want to work with a goal-focused, planning-driven advisor who strives to help...