October 2023 Newsletter

Economic & Market Update

It has been a generally positive year for the stock market. Most analysts had entered the year forecasting a recession, but the economy has been fairly strong overall as consumers have continued spending. Much of the gains this year can be attributed to a handful of large technology stocks and the enthusiasm around artificial intelligence (AI).

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Navigating Medicare 

Medicare – a most common topic of discussion among those age 65 and older. Why? Medicare can be complicated.  People often use the advice and lessons learned from others to support their own decisions. We think it is important for you to have the best plan available for your personal healthcare and financial situation.

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Retirement Planning – Look Beyond Your Financials 

With all the excitement associated with becoming a snowbird or buying a second home, important details can be missed. Our hope is to help you save time, and possibly money, by learning six mistakes snowbirds make. Nearly half of our clients live the snowbird lifestyle. Thus, we have a lot of data and conversations to pull from. Read on and set yourself up for success on the snowbird / multi-home journey.

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