Matthew Copley Matthew Copley

Is Leaving California A Good Move For Your Retirement?

The question, “Where do I want to retire?”, is one of the most, if not the most important question you need to ask yourself when planning to leave the workforce.

Will you be content in a new location? This answer will vary from person to person. What are you looking for in a new city? Will the relocation add quality of your life?

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Matthew Copley Matthew Copley

The Crucial Steps To Protect Your Aging Parents

There is no way around it. Preparing for the loss of your parents is wrenching. There are a couple of things that you can do during those moments that will give you and the person you love, peace of mind. Frank dialogue and forward planning is invaluable when your parents go through this process.. There are lots of decisions to be made. And it is better to make those decisions in advance.

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Matthew Copley Matthew Copley

Why Is Now The Right Time To Refinance Your Home?

Low mortgage rates have maintained the housing market among one of the few bright things in this difficult year, specifically for the homeowners easing their finances by switching to shorter loan terms or refinancing their mortgage. And I want to keep today’s conversation on the latter part.

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Matthew Copley Matthew Copley

Biden vs Trump: Who Is Better For The Stock Market?

It looks like every person is speculating on which will be better for the stock market: an election of the former Vice President Joe Biden or a re-election of President Donald Trump. While opinions can be extremely polarizing by each person’s political preferences, the final outcome is going to be interesting for the market.

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Troy Robertson Troy Robertson

Think Real Estate Is Going To Be A Problem? Think Again!

Don’t think for a minute that your investment portfolio should stick exclusively to the traditional “stocks and bonds” structure. Today’s market can be quite challenging when trying to evaluate which opportunities will be the most profitable. Commercial Real Estate is an asset class that can bring you several benefits.

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Matthew Copley Matthew Copley

How To Maximize Your Social Security Benefits

Social Security should be the cornerstone for income planning for anyone who is about ready to retire. Here are three reasons why: Social Security makes up on average almost 65% of the total household income. It's the best annuity money can buy. For a married couple, when to elect Social Security may be the most important decision they make in retirement.

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David Magee David Magee

Stocks: Haves and Have-Nots

Befitting recent times, even stocks are polarizing. While investors are enjoying record returns, an unhealthy schism between technology-oriented growth stocks and “old economy” stocks are well advanced.

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Matthew Copley Matthew Copley

Comparing a Health Savings Account To A 401(k)

A Health Savings Account (HSA) is a savings medium for people enrolled in a high deductible health plan to save for medical bills that may appear in the future. And due to its features, an HSA might be better than a 401(k).

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