The Financial Dynamics Blog


Providing you with timely information about the current economic landscape.

The Roles and Responsibilities of an Executor

August 18, 2022

Many of us will face the prospect of handling the affairs of a loved one after they pass. The role of an executor is crucial in many circumstances, carrying out the wishes of the deceased. It’s important to understand the responsibilities of an executor and what is entailed in case you ever serve in this…

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Don’t Be a Victim to Identity Fraud

July 7, 2022

All too often you hear about security breaches and the challenges of recovering from identity fraud. Fortunately, there are several ways to protect yourself and your family from potential cyber threats. Take a few minutes to read about some basic things that you can implement to protect your personal information and avoid being the next…

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How to Stay Steadfast with Your Investment Objectives

June 17, 2022

So far it has been anything but smooth sailing with our economic landscape. From inflation to global conflicts, sometimes the most difficult thing is to understand how to stay centered with your investment objectives. No matter if you have short or long term investments, multiple retirement plans, or even inherited a chuck of money, here…

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What Documents Do I Need to Keep On File?

April 13, 2022

Anyone can feel a bit “overwhelmed” when they start thinking about the various documents and paperwork that they have collected over the years. Whether these papers pertain to your taxes, healthcare, or your legal matters, it is important that you have some clarity around which documents you should keep indefinitely and those that you can…

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A Financial What To-Do for 2022

January 25, 2022

The beginning of a new year always brings a sense of renewed vigor towards setting goals and resolutions. A financial accomplishment is one of the most common new year resolutions that we make for ourselves. It could be anything from eliminating debt, to reviewing your investments or simply increasing the awareness around your finances to…

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Is There a Bubble in Real Estate?

November 4, 2021

As the prices of homes and the cost of living has increased significantly this year, it has raised the question, “Are we in another real estate bubble?” Many of us remember the turn of events that took place in 2007 and 2008 with runaway home prices. The subprime mortgage crisis caused a global financial and…

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A senior couple smiling as they look over their retirement plan.

Moving the Financial Goalposts

October 14, 2021

Your favorite football team is playing in the Super Bowl. They’re down by two points at the 40-yard line with seconds left on the clock during the fourth quarter. The kicking team comes out to try for a field goal and attempt to win the game. Before the ball is snapped, an offensive lineman flinches,…

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Setting Yourself up for Success at Any Age

September 1, 2021

At Financial Dynamics, it’s essential that we help our clients create a plan that supports not only their financial and personal health, but a lifestyle that’s worthy of enjoyment. It’s easy to fall into a day-to-day routine during retirement, but that doesn’t have to put you in the doldrums. Consider these helpful tips from Gavin…

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Financial Mistakes Couples Can Avoid in Retirement

August 5, 2021

It’s important to figure out a game plan around your financial affairs if you’re married or have a life partner. While everyone’s situation is going to be a little bit different, there are a few things to consider when developing your financial plan. Read on for some of the most common financial mistakes that you…

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Inflation Worries

July 1, 2021

The significant amount of money that is being pumped into our economy from various stimulus packages is having an impact on the cost of goods. The price of food, gas and materials for home improvement projects have risen dramatically over the past few months, with double and even triple digit inflation. With the overall easy…

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