by Gretchen Behnke, MBA, CFP®, RLP®
On Thursday, January 19, 2023, Treasury Secretary Janet Yellen announced that the United States had hit its debt ceiling of $31.4 trillion and is now relying on “extraordinary measures” to continue paying its bills. These measures should carry the U.S. through early...
by Gretchen Behnke, MBA, CFP®, RLP®
As market volatility increases, you may be tempted to abandon your investment strategy and go to cash. Indeed, staying on the sidelines often feels safer than investing in the stock market. Yet going to cash can yield worse results than staying the course. If your...
by Gretchen Behnke, MBA, CFP®, RLP®
On December 29, 2022, President Biden signed into law a $1.7 trillion spending package. The package includes the SECURE 2.0 Act, a series of provisions that will affect the way many Americans plan and save for retirement. SECURE 2.0 builds on the SECURE Act of 2019,...
by Gretchen Behnke, MBA, CFP®, RLP®
Want to retire a millionaire? Consider incorporating these five habits into your financial life and watch your savings grow. There’s no magic number when it comes to saving for retirement. Indeed, the exact amount of money you’ll need depends on a variety of factors,...
by Gretchen Behnke, MBA, CFP®, RLP®
D Magazine released their list of Best Financial Planners for 2022. We are thrilled to be included. Gretchen Behnke is named one of D Magazine’s Best Financial Planners of 2022. Winners of this exclusive honor are nominated by their peers. Each year, D Magazine asks...
