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Category: Behavior

When is the Right Time to Buy or Sell a House

When is the right time to buy or sell a house? Is now a good time to buy? Is now a good time to sell? As a financial planner, I am often asked these types of questions.  There is no definitive yes or no answer. However, I consider three factors to help clients determine the…
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Interest Rates Impact on Real Estate

By now, you may have heard that the Fed has cut interest rates for the first time in quite a long time. Many of my real estate friends are excited about this because they see it as a positive for the market. Based on the Fed lowering interest rates, I see three ways the real estate market could go.

How to Plan for Longevity in Retirement

Longevity in retirement is something that one needs to think about. Most research has shown that the longer you live, the longer you will live. Of course, it’s probability, so it doesn’t happen for everybody, right? But there are higher chances that the longer that you live, the longer you will live. 

With that in mind, here are five things you should consider to help you plan for longevity in retirement.

How Inflation Can Impact Your Retirement Savings

We can’t avoid inflation, but we can learn how to plan for it. Start by looking at these three things.

Five Ways to Experience Fall Fun in Central Florida

Fall is my favorite time of year. Here are five things on my fall fun list for the Central Florida area.

What Is a Will?

One of the primary documents in estate planning is a will. To help lay the groundwork for your estate planning, here are four things to know about this crucial document.

how to retire with 2 million

How To Retire with $2 Million

Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.

How to know if you're mentally ready to retire

How to Know If You’re Mentally Ready to Retire

Thinking about retirement? It’s important to look at the financial aspect but you also need to understand how to know if you’re mentally ready to retire. Here’s how to evaluate your retirement plan for maximum happiness.

How to know if God wants you to retire

How to Know When God Wants You to Retire

Planning to retire is both exciting and overwhelming. You feel ready, but how do you know when God wants you to retire?

Use these five key things to help you determine whether your desire to retire is your timing or God’s.

How to thrive in retirement

How to Thrive in Retirement

Knowing how to thrive in retirement involves more than just finances. Step outside the financial realm and consider some other key elements.