Silver Leaf Investment Advisors

06/01/2026

June is a smart time to check in on the money habits you’ve built so far this year. Poor financial habits can quietly derail savings, increase debt, and limit future options, but small changes can help you get back on track before year-end.

Build a budget: Track income and expenses for at least 30 days to see where your money actually goes.
Automate savings: Set up payday transfers so you are saving before the money can be spent.
Face debt directly: Review balances, terms, and interest rates so you can prioritize repayment strategically.
Small habit changes today can reshape your financial future. Here’s where to start: https://bit.ly/4fdHvFD

The first step in addressing poor financial habits is recognizing that meaningful change begins with individual actions.

06/01/2026

This week's Monday Morning Outlook, June 1st, 2026: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/6/1/more-slow-home-price-growth-ahead

05/26/2026

This week's Monday Morning Outlook, May 26th, 2026: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/5/26/not-so-bad

05/26/2026

Identity theft can happen fast, but a few smart habits can make you harder to target.

Lock your credit: A credit freeze at all three bureaus can help prevent new accounts from being opened in your name.
Strengthen logins: Use unique passwords, a password manager, and two-factor authentication whenever possible.
Stay alert: Review financial accounts and credit reports regularly so you can catch suspicious activity early.
Read the full checklist of steps to help protect your personal and financial data: https://bit.ly/3RhIs5P

Taking strides to protect personal data is important to safeguard one’s financial security.

05/26/2026

Just a reminder, the next class will begin on June 19th, 2026. 8:30am to 10:30am every Friday. FREE Classic Education classes provided by Hillsdale College. The Story of America
Please call 608-643-8882 if interested and ask for Andrea.

05/21/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.
Read more ideas for building a retirement that feels right for you:

Ease into retirement at your own pace and in a way that aligns with your interests.

05/21/2026

Retirement planning isn’t always one shared timeline. When spouses have different ages, work plans, or Social Security dates, income may need to be planned in stages. See how a phased approach can help: https://bit.ly/4eUa2jq

I am eight years younger than my spouse. He retired at 61 and just took Social Security at 62. I left my full time job at the same time as his retirement, at 53, but I am still working in a part-time remote manner. When plugging in our figures into retirement calculators, they seem to […] The post...

05/18/2026

This week's Monday Morning Outlook, May 18th, 2026: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/5/18/making-the-fed-great-again

05/15/2026

Norman and Abby are ready to go for the weekend..... and Lou is just so sleepy! HAPPY FRIDAY! Enjoy the weekend!!

05/15/2026

Markets are hitting all-time highs, even as conflict in the Middle East rattles oil prices. How are investors looking past the noise? Watch the latest Market Observatory from Commonwealth to learn why markets have stayed resilient and which risks to watch: https://bit.ly/4dp8lIm

Will the strength of corporate earnings outweigh the inflation risk? Chris and Sam take a closer look in the latest episode of the Market Observatory.