retirement planning services since 1987
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Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts from Dan White himself!
Inflation Psychology is Not “Transitory”
June 14, 2021 Inflation is here folks. The latest inflation data show readings of 4.6% on the Consumer Price Index and 6.2% on the Producer
The Difficulty of Hiring
June 7, 2021 The April 2021 jobs report may be the most disappointing of all time. Analysts expected the U.S. to add a million new
Fumbling Deeper into Uncertainty
May 24, 2021 There is a confluence of potentially disastrous financial events ahead, and we seem to be barreling head-first into the storm without regard.
Stepping On the “Stepped-Up Basis” Rule
May 17, 2021 It’s a bit odd when the party claiming to be for everyone – the Democratic Party – wants to eliminate a law
We Can’t Withstand Another New Deal
May 10, 2021 The current policies of taxing and spending are like playing with financial fire – eventually you’ll get burnt. In 1933, with the
Spending Could Exceed Output
May 03, 2021 President Biden must think his access to taxpayer money is limitless. According to the Congressional Budget Office, the federal budget deficit for
Modern Debt Apparently Doesn’t Matter
April 26, 2021 As our post-pandemic world evolves, one thing seems clear – we are encompassed in what’s called Modern Monetary Theory (MMT). The concept
The Business Cycle is Broken
April 19, 2021 Companies have historically gone through a “business cycle” with periods of growth, contraction, stagnation, and so on. In the past, we’d have
Like Social Security for Kids
April 12, 2021 In a sky-is-blue revelation, it turns out Americans who are eligible for $1,400 direct payments under the American Rescue Plan support direct
Debt as Rocket Fuel
April 5, 2021 It seems the U.S. economy is set to take off. The Commerce Department reported in February that fourth quarter 2020 gross domestic
Recovery Efforts Widen American Divide
March 22, 2021 We’ve discussed letter-based economic recovery patterns in the past. This is when a recovery path takes the form of a letter in
Panic, Euphoria, and Grandma’s Stock Picks
March 15, 2021 There is good news on the pandemic. Vaccinations are up. Cases are down, as are deaths. This brings hope for everyone. But
