Why the 4% Rule is Only a Starting Point for Retirement Keith Corbett, CFP ® Bluebird Wealth Management Planning for retirement has never been more important and yet so challenging. Given the difficult inflationary conditions of the past two years, the...
Turning the Page With most investors eager to turn the page on 2022, let’s take a look at the factors that will influence financial markets in 2023. by Brian Sokolowski, CFABluebird Wealth ManagementJanuary 27, 2023 2022 was one of the worst years ever for a...
Three Tax Efficient Charitable Giving Strategies by Keith Corbett, CFP® Bluebird Wealth Management In this blog post, we will explore three charitable giving strategies intended to reduce taxes, minimize record keeping, and increase donations to charity. To implement...
Drowning in Gloom by Brian Sokolowski, CFABluebird Wealth Management After initially hearing the phrase “Drowning in Gloom” on Bloomberg Radio while on a road trip with my son in early August it has been replaying in my head often over recent weeks. The phrase was...
Zoe Financial Advisor Network Welcomes Bluebird Wealth Management Advisor Keith Corbett by Brian Sokolowski, CFABluebird Wealth Management We are proud to share that our VP/Financial Advisor, Keith Corbett has been accepted to the Zoe Financial Network. Zoe Financial...
The Great Recalibration by Brian Sokolowski, CFABluebird Wealth Management Last Thursday, Cleveland Federal Reserve Bank President Loretta Mester characterized the current Federal Reserve policy stance as “the great recalibration of monetary policy”. While Ms. Mester...
