We believe in helping seniors and retirees enjoy this stage of life as much as they can! That’s why Abich Financial and Love of Gray are partnering together. Abich Financial educates and helps retirees prepare for this season in life, while Love of Gray inspires younger generations to celebrate seniors and sheds light on the issues that affect them in retirement.
August 1, 2023
Happy Summer!We hope this post finds you well. This year is flying by, isn’t it? We hope you have summer vacations planned and are taking advantage of some rest and relaxation this season. The major markets have been up in 2023 about 2% for the Dow, 13% for the S&P 500, which is technically in a bull market now… View Article
May 25, 2023
What is the Retirement Red Zone?The “Retirement Red Zone” is the period of time that spans the last five working years and first five years into retirement. It can be a particularly fragile period of time because investors in this phase of their lives are vulnerable to sequence of returns risk. Most of our clients… View Article
April 14, 2023
Happy Spring!With tax season here, let’s discuss what we call the Smart Money Retirement Order. 1. Free Money: This is the best kind of money. Given as a gift, perhaps an inheritance or even a lottery winning. 2. Taxable Money: The worst kind of money but necessary. Our wages, bank accounts and brokerage accounts. Every year we pay taxes on… View Article
March 17, 2023
Happy St. Patrick’s Day! Given the news headlines surrounding Silicon Valley Bank and the banking industry in general, we wanted to provide you with a market update. This should arm you with the right information and to let you know our stance regarding your financial progress. Ultimately, we’re well positioned and don’t recommend any action at… View Article
February 21, 2023
In February, stocks have started to fall on strong PPI, producer price index reports. Hot economic data is lessening hopes for a less aggressive monetary policy from the Fed. Inflation and jobs data came in stronger than expected, increasing concerns that the Fed Reserve is nowhere near the end of it’s tightening campaign. The January rally was based… View Article
January 19, 2023
Happy New Year! We trust you had a wonderful Christmas and holiday season. One of the final things Congress did last year was pass something called SECURE 2.0 Act, a new law designed to boost participation in workplace retirement plans. What are the main features, and how does it help retirement savers? Here are some of… View Article
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