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.
October 15, 2024
We hope this newsletter finds you well. Happy Fall! Will your hard-earned wealth become a source of security or a recipe for conflict? Discussing your estate plan is one of the most beneficial discussions you can have. Communicating your desires to your friends and family helps ensure your wishes are heard and helps your family understand… View Article
August 13, 2024
We trust this newsletter finds you well. US stocks had a wild week of trading with the S&P500 having its worst day since 2022 and then its best day since 2022. Treasury yields dropped and the VIX index hit its highest level since 2020. Although it was a roller coaster week, the markets did end up stabilizing… View Article
July 3, 2024
What Makes A Solid Financial Foundation? We trust this newsletter finds you well and that you are preparing for a wonderful 4th of July weekend! Have you noticed that when someone wants to pay a compliment to a house that has stood the test of time, they’ll often say it has a “good foundation”? Matthew… View Article
May 10, 2024
We know a lot has happened in the first several months of the year, but today, we especially want to discuss the Fed’s recent decision on interest rates and how this impacts you. As you might know, the Fed decided to hold interest rates steady at their current range (between 5.25% and 5.5%). This decision reflects their… View Article
February 22, 2024
Tax season is here! Let’s talk taxes and retirement distributions. Between 401k’s, TSP’s, IRA’s, Roth IRA’s, and more, is there a “right” place to start when it comes to drawing down your savings? Since every retiree’s financial life looks a little different, that’s a question best addressed with a Phase 2 fiduciary retirement planner. Phase 1,… View Article
February 2, 2024
We enjoy the beginning of a new year because it’s a great time to reflect back on the prior year and to set new goals. With the new year in mind, and half of January already behind us, let’s discuss mindset. Did you know gyms see the highest number of sign-ups in January? Perhaps the new-year… View Article
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