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Friday, March 21, 2025

Retirement planning can feel like an exciting road trip — full of possibilities and new destinations. But just like any journey, you’re bound to encounter detours, potholes, or even a flat tire along the way.

Friday, January 31, 2025

Retirement planning can feel like an exciting road trip — full of possibilities and new destinations. But just like any journey, you’re bound to encounter detours, potholes, or even a flat tire along the way.

Monday, December 23, 2024

I’ve embarked on a journey that began simply as a way to relieve stress and add variety to my workouts. There are distinct advantages to starting this journey at the age of 48, and I feel compelled to share what I’ve learned.

Friday, December 13, 2024

Being your own boss comes with many perks, including freedom and flexibility. It also comes with significant responsibilities, especially when it comes to planning for your retirement.

Tuesday, November 5, 2024

I recently saw a video on social media that gave me a good laugh—and a bit of a metaphor for tax season. The video showed someone carefully hollowing out a Ferrero Rocher chocolate and replacing it with a brussels sprout!

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Wednesday, September 18, 2024

Roth IRAs are appealing due to their potential for tax-free income, but there are many misconceptions about them and the process of conversion. Before diving into those complexities, let’s review a few key Roth terms and concepts.

Wednesday, August 14, 2024

In today’s fast-paced economy, the dream of financial independence is more attainable than ever before.

Wednesday, July 17, 2024

In today’s fast-paced economy, the dream of financial independence is more attainable than ever before. While college has traditionally been seen as the gateway to a secure future, there are now plenty of alternative routes that can...

Monday, June 17, 2024

As Alice Cooper put it in his classic 1972 song, Schools Out, “No more pencils, no more books, no more teacher’s dirty looks.” We can all recall the energetic vocals and guitar riff, but what about those ‘teachers dirty looks?’

Thursday, May 23, 2024

Amidst the excitement of vacations, BBQs, and outdoor activities, it’s essential to keep your financial goals in focus.

Thursday, April 18, 2024

When people learn that I have a background in engineering, they often ask how I got to become a Financial Advisor. From engineering to finance, here is my story on Financial Advisor Day.

Wednesday, March 20, 2024

In the realm of finance, women are making significant strides, particularly in the area of investing. Yet, despite these advancements, there is still a noticeable gap between men and women when it comes to investing.

Wednesday, February 21, 2024

As the temperature rises and we journey further into the year, there is one thing that comes knocking at our doors: tax season.

Tuesday, December 19, 2023

It's time to gather around for a financial happy hour with Route 65 Financial. Grab your tax documents, because the spotlight is on tax planning and why it's a crucial element of our comprehensive suite of services. Throughout the...

Thursday, November 9, 2023

If we have learned anything over the last few years of the pandemic, it is that the care of loved ones in an institutional setting can be problematic. In recent times it has taken a toll on both family members and those needing care alike.

Thursday, October 5, 2023

Since it's October, I thought I would talk about a truly scary topic for many, Long Term Care. There are a few reasons why this conversation is so difficult. Most of us think of ourselves as Halloween candy with no expiration date. But...

Tuesday, September 19, 2023

Did you know that in 2022, 43% of working-age adults were inadequately insured? The sad truth is that key findings from LIMRA reveal that 1) Individuals recognize the fact that they are underinsured and 2) Individuals believe life...

Wednesday, September 13, 2023

401k awareness is more than just knowing you have one. It means making the most of it, otherwise this is just another personal finance acronym that doesn’t wind up meaning much.

Thursday, August 24, 2023

You see most people don’t realize that by utilizing charitable giving techniques you can decrease taxes long term, increase levels of tax free wealth, and along the way be a shining example of all the good money can do in this world.

Monday, July 31, 2023

We all wonder… what is the best way to pay for college? To me this is a trick question. I think the focus should be, what resources are available so that you don’t have to pay for college? A college savings plan...

Wednesday, July 12, 2023

In 1949, Bill Phillips first showed his Phillips Machine (later named MONIAC).  The original prototype shown above was fashioned with the help of spare parts from old Lancaster bombers.

Wednesday, November 16, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Wednesday, April 20, 2022

Friday, October 1, 2021

Now that things are getting a little closer to normal, I have had a little more time to ponder as I go about my day. I was getting my customary workout in at the gym, and I stumbled on this sign. "If you can't give 100% to your Health...

Thursday, May 13, 2021

Last weekend I was out with some friends, and caught up with somebody that I hadn’t seen for a while. Come to find out he has since retired, and moved down south. He is living his retirement dream. We chatted about a multitude of...

Thursday, March 11, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Wednesday, January 6, 2021

“A good plan violently executed today is far better than a perfect plan next week” Gen George Patton. So, this is the topic everyone likes to talk about and nobody wants to do. This is the part where the client asks,...

Saturday, November 21, 2020

We are all faced in life with the situation where family members pass away. In addition to the grieving due to the loss of those close to us, the process also leads to self reflection. Are we prepared for the emergencies created by the...