Read articles on our thoughts on different aspects of the market, the economy, or certain investment strategies, which help us convey issues and answers that should be top-of-mind for all investors.

December 20, 2021

Quit Saying “I’m Broke”: How to Stop Unnecessary Spending

December 20, 2021

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well […]
December 20, 2021

Four New Year’s Resolutions for Current Retirees

November 23, 2021

Buying Locally and Giving Locally

Maybe your charitable donations should stay in your zip code? For many of us, buying locally matters. We’ve all heard the term and seen the signs: […]
November 23, 2021

What to Do If (When) Your Taxes Start Going Up

Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are […]
November 23, 2021

8 Tips to Stay on Track with Your Holiday Budgeting

It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just […]
November 23, 2021

Selling Stocks Before Cap Gains Taxes Go Up?

Before you lock in that 15%, make sure you consider all the variables Are you thinking about bailing out of stocks before year-end while the capital […]
November 23, 2021

Women Have Different Financial Planning Worries

Unique health and caregiving worries and an industry that doesn’t listen well Women have special concerns about financial security that financial professionals might need to address. […]
October 21, 2021

Spotlighting Women-Owned Businesses on Women’s Entrepreneurship Day

Celebrated on November 19th, Women’s Entrepreneurship Day was established by Women’s Entrepreneurship Day Organization (WEDO) in 2013 to bring awareness to the hundreds of millions of […]
October 21, 2021

Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That’s important […]
October 21, 2021

Your 2021 Year-End Planning Checklist

It may be easy to forget we’re nearing the end of the year. Even during the busy end of year rush, it’s a good time to […]
September 30, 2021

Cybersecurity Awareness: What You Need to Know

October 2021 marks the 18th Cybersecurity Awareness Month—and cybercrime continues to evolve.1 Though you may not get as many emails promising bodily enhancements or asking you […]
September 30, 2021

The ABC’s of Estate Planning

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, […]
September 30, 2021

A “Recipe” for Retirement Savings

Do you ever dream of the day when you can retire and pursue your interests, travel, or simply relax from the pressure of the daily grind? […]
September 30, 2021

The Financial Planning Process: Why and How

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. […]

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In addition to retirement planning, our services include financial advising, portfolio management, and more. We at The Finance Couple want to help ensure you have an enjoyable, stress-free retirement, and we’re ready to give you the tools to help you reach your retirement goals. Our financial experts will take the time to learn your retirement goals before designing a plan to help you best reach those goals using our knowledge and experience in finance.

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