Staying Focused As Markets Shift
The second quarter of 2023 gave investors plenty to think about—from mounting interest in AI to shifting inflation rates to the debt ceiling debate. Investors who remained focused on a diversified portfolio of equities and fixed income, benefitted from advances in both asset classes during Q2. Shifting to a Bull Market Stocks rebounded in 2023 […]
Embracing Retirement: Live a Fulfilling Retirement Lifestyle
Ready to craft a fulfilling retirement? Embrace a new chapter of life brimming with opportunities for self-exploration and independence. Our article, “Preparing for Your “Next Act”: It’s More About Money” provides tips to guide your journey. Now, we share ideas for living your best retirement, including how to strike a balance between planning and making […]
Preparing for Your “Next Act”: It’s about More Than Money
Retirement You’ve worked and planned for it for years, and it’s right around the corner: retirement. You’ve budgeted, kept a close eye on your IRA, 401(k), or other retirement accounts, you’ve estimated your income from Social Security and pensions, and you’re ready to ease into a time in life when you can spend more time […]
Listening to Mom: A Financial Primer
Our recent celebration of Mothers Day has gotten me thinking again about the valuable knowledge I gained from my own mom—lessons that are as applicable now as when I learned them. So, I’d like to pay tribute to my mom, who taught my six siblings and me the most enduring financial lessons we’ve ever learned, […]
Debt Debate Redux: Here We Go Again?
In what seems to be turning into a biannual tradition of sorts, headlines out of the nation’s capital are currently dominated by news, speculation, predictions, and other assorted communications about the looming debt ceiling and warnings about the US government potentially defaulting on its obligations. Depending on which side of the aisle you listen to, […]
On the Road Again: Travel Tips for Grandparents
With summer coming, it’s the time when many Americans start thinking about summer travel plans, whether that means beach time, touring a national park, or even traveling across the ocean to experience the culture in a different country. Summer travel season is also the time when many grandparents enjoy excursions with their grandchildren. A fun […]
Disability Insurance and Your Financial Plan
It would be difficult to find a breadwinner in any family who doesn’t understand the importance of life insurance in providing protection for those dependent on their income in the event of their passing. Likewise, most of us wouldn’t even consider buying a home without properly insuring the house against disaster or mishap (and our […]
Getting Started on the Right Foot: Five “Commandments” for Your College Graduate
Daylight Savings Time has arrived once again, which must mean that spring is here. As we know, with spring comes graduation from colleges, technical schools, and other places where young people prepare to enter the world of work and career. This is also a time when many of us think of telling our soon-to-be graduates […]
Annuities 101: What Are They, and Do You Need One?
If you’re a regular reader of the financial media, you’ve probably seen headlines or pop-up ads about annuities. Sometimes, the message is that if you don’t have an annuity, you’re missing out on the greatest retirement funding idea since the invention of currency. On the other hand, the message might be that you should never […]
Guarding against Elder Financial Abuse
According to recent reports, elder financial abuse is on the rise, costing elderly Americans an estimated $36.5 billion in 2020 alone, according to statistics gathered by the National Council on Aging. Some estimates indicate that about one in three older Americans has been cheated in the past five years. An official at the Institute on […]
