Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.
As we near the end of 2022, the S&P 500 is down around 15% on the year, and the other major indexes are also underwater, to one degree or another. Despite that, however, ’tis still the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return.
One of the most important decisions most retirees will make is what to do about Medicare. Maybe a good place to start is by asking: What is Medicare?
Your approach to finance and investing is as unique as you are. That’s why it's important to have the right emotional attitudes about money and investing.