Two Big Blind Spots Wealthy People Have About Retirement

by Justin Knapp | Nov 21, 2023 | Uncategorized

High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes. Retirement is about so much more than money. If wealth were enough, affluent people would have no issues...

Taught By My Parents

by Justin Knapp | Nov 2, 2023 | Uncategorized

My dad lived to be age 92 and my mom is going strong at 95. I was involved with my father’s care as he struggled with dementia, and I continue to assist my mother, who still lives independently. Helping an elderly family member? Here are 16 important lessons that I’ve...

3Q2023 IWM Market Analysis

by Justin Knapp | Oct 25, 2023 | Uncategorized

3Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 3Q2023 IWM Market Analysis (click here)…

Will You Need Permission to Spend in Retirement?

by Justin Knapp | Sep 27, 2023 | Uncategorized

5 strategies to help under spenders get over the hump of tapping their investments. My husband and I sold some appreciated stock in 2022, resulting in a much bigger-than-usual bill on tax day this year and several tight months for our household budget after that. Why...

A Half-Century Later

by Justin Knapp | Sep 27, 2023 | Uncategorized

My parents recently moved out of the house they’d lived in for 50 years. A half-century might sound like quite an accomplishment. But they stayed too long. Their home was a 1940s two-story gray stone house north of Pittsburgh, with a three-quarter acre yard. At the...