5 Things to Know About Preparing for Retirement

February 24th, 2023

Retirement is a major life transition that requires careful planning and consideration. Whether you are just starting to think about retirement or are approaching retirement age, there are several things you should know before you retire. Here's some key considerations to help you prepare for…

2022 Year in Review

January 10th, 2023

2022 was one of the most challenging years for markets in over a decade. After years of easy monetary policy with low interest rates as well as generous fiscal policy in the form of stimulus checks, it was finally time to for markets to cool…

The Fed’s Jelly Donut Policy: 10 Years Later

June 9th, 2022

In May 2012 David Einhorn of Greenlight Capital penned an article titled The Fed’s Jelly Donut Policy in the Huffington Post, discussing the current economic environment through the eyes of The Simpsons. Einhorn’s view was that easy money policies needed to stop, since the economy…

Hello World!

March 15th, 2022

  We're Officially Open for Business We're excited to announce the launch of Third Line Financial Planning. Our goal is to help simplify your finances, so you can go out and live life without any stress about money. Why the name Third Line? It's simple:…