by Amy Auch Moedy | May 11, 2023 | Insight, Retirement
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, “Is it time to downsize my home?” It might...
by Amy Auch Moedy | Apr 12, 2023 | Insight, Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
by Amy Auch Moedy | Feb 28, 2023 | Business Advice, Insight
According to U.S. Census Bureau statistics, an average of 4.4 million businesses are started in the United States each year. Unfortunately, 50% die by year five (Fundera). Planning and preparation can make the difference in whether your business survives. This...
by Amy Auch Moedy | Jan 31, 2023 | Business Advice, Insight
Starting your own business can be a rewarding and life-changing experience. Pursuing a personal passion, developing a meaningful environment, and fulfilling a niche that meets the needs of others can give our work meaning. The rewards can certainly be great. However,...
by Amy Auch Moedy | Nov 17, 2022 | Divorce, Insight
Thrive. A word of hope and fulfillment. Merriam-Webster offers one definition as “To progress toward or realize a goal despite or because of circumstances.” A connotation that you’ve gotten over the hurdle and landed on the other side to a place of flourishing. In the...
