Financial Lessons from Alexander Hamilton

Alexander Hamilton was the first Secretary of the Treasury: He created the first national bank, consolidated the new country's war debts, and established federal credit. You could say he was America's first Chief Financial Officer. He was also a self-taught immigrant who started with no wealth but ended up on the $10 bill. Hamilton never [...]

2021-08-06T16:53:59+00:00August 6th, 2021|Financial Planning|

How Much Do You Need to Save for Retirement?

While $1 million is sometimes cited as the ideal number for retirement savings, this assumes a one-size-fits-all approach to retirement planning. Everyone's retirement goals are unique, and preparing for retirement might not be as simple as saving a certain amount at all. It's worth taking a more in-depth look at your finances and future needs [...]

Are You Close to An Important Birthday?

When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications for your retirement. Are you close to [...]

2021-04-28T16:26:53+00:00April 28th, 2021|Financial Planning|
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