Start Longevity Planning Now │ Calculating Life Insurance Needs │ Guarding Your Financial Information │ When Adult Children Return Home │ Tater Tot Nachos “Totchos Supreme”
Just because we are living longer doesn’t mean that we’re going to remain healthy throughout longer lives. And healthcare costs money- a lot of it. Click on our 2017 Summer Newsletter link to learn ways to help reduce those costs.
What many people don’t realize is how challenging it can be to make one’s money last throughout retirement without having proper planning in place. To learn more read our following articles:
Debts Role in Your Financial Plan │ Risk Tolerance & Your Retirement Portfolio │Make Your Savings Last Through Retirement │Financial Thoughts
Whether you’re looking to comfortably retire in 25+ years, in 5-10 years, or if you’re now ready to start generating income from your assets, this newsletter will provide some useful information for the years ahead. Click the link to read the following articles:
Your Objectives Drive Your Stock Strategies │ Borrow Wisely │ 6 Steps to Get Finances Under Control │ 8 Questions Your Financial Plan Should Answer │ Required Minimum Distributions │ 5 Star Buffalo Wings │ Investment Answers News
The economy will be a big topic in the coming months, not only in the news, but potentially in your family. It can be challenging for all parties to agree on the level of support an aging parent needs. Follow the Fall 2016 Newsletter link to read more on the topics:
Talking to Your Parents about Finances │ Straightening Out Your Financial Accounts │ What’s the Real Unemployment Rate │ Making Sense of Government Deficits and Debts │ Financial Thoughts │ House Ramen Noodle Recipe
The policies of the Federal Reserve directly impact our economy, though the extent of that varies. In order to understand the effects of the Federal Reserve’s policies, it’s important to discern between these policies and those of the legislative branch. Follow the link below to learn more.
Federal Reserve Policies and Their Economic Impact │ Should You Serve As Guardian? │ Does Your Insurance Need Adjusting? │ Chicken Ranch Burgers with Avocado Mayo │ Financial Thoughts
Many who are nearing retirement are aware of the gap between their retirement needs and what they have saved. Read on to learn more:
Retirement Pitfalls for Baby Boomers │ Do You Really Need 70% │ What’s Your Risk Tolerance │Should You Consolidate │Upcoming Spring Events │Sneaky Breakfast Ice Creams
Tax planning is perhaps one of the most misunderstood aspects of financial planning.
Tax Planning Throughout Your Life; Changing Life Insurance Needs | Easing Into Retirement | Maple Bacon Grilled Cheese | Investment Answers News | Financial Thoughts
Avoid these common investor mistakes when making decisions about your investment portfolio:
Avoid These 10 Investor Mistakes │ Bonds and Interest Rate Changes │ Do You Need Life Insurance? │ Long-Term care Insurance: A useful Planning Tool │ Tarragon Almond Chicken Salad │ Financial Thoughts
Many of us want to do our part to leave the world a better place. Fortunately, there are many ways you can ensure you’ll have a meaningful impact on the world and leave a legacy long after you’re gone. One impact you can make is by leaving a financial legacy, using the wealth you’ve accumulated in your lifetime to benefit the world. Read on for six different ways you can leave a financial legacy.
Leaving a Legacy │ Factors Influencing Your Asset Allocation │ Get These Decisions Right │ 5 Steps to Creating an Investment Plan │ BBQ Glazed Corn on the Cobb │ Financial Thoughts
At a time when baby boomer couples should be saving for their own retirements, many feel squeezed by competing financial needs for other family members, like their children or aging parents.
Sandwich Generation: Caught in the Middle │ Loan Carefully │Investment Tax Strategies │ 4 Steps to Boost Your Financial Confidence │ Broccoli and Chicken Mac & Cheese │ Financial Thoughts