Aborted Landings and the Stress of Investing
By: Branden DuCharme, AWMA® Published on: 01/07/2025The stock market is like flying in a plane. Although there are inherent risks that can have real and life-changing effects, statistical records show it to be a generally safe mode of transportation, where the efficiency and benefits often...
Balancing Liquidity and Cash Flow in Retirement
By: Branden DuCharme, AWMA® Published on: 02/03/2025You are about to enter some of the best years of your life: retirement. However, there is more to the plan than just retiring. You need to stay retired. We often divide the retirement years into three main groups: The go-go years, the slow-go years...
Five Things to Help Keep Your Financial Life in Alignment This Year
By: Branden DuCharme, AWMA® Published on: 31/12/2024Whether you’re retired, planning for retirement, or simply wanting to stay financially fit, aligning your finances is as important as maintaining your physical well-being. Here are five steps to help keep your financial life in order and help find peace of mind in the year ahead.
One Traditional and Two Out-of-the-Box Financial Management Tips
By: Branden DuCharme, AWMA® Published on: 01/11/2024It's easy to get wrapped up in the hottest new stock pick, and it's similarly just as easy to not think about financial matters at all. Today, I am going to give you one “money thing” to consider with your financial advisor and two “not money things” you...
