Covering the Cost of Care
Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Americans are living longer — and that means more…
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Could a Natural Disaster Put a Dent in Your Financial Plan?
Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a natural disaster and potentially uncover growth opportunities when the storm clears. From wildfires on Maui to powerful hurricanes along the East Coast, recent news cycles…
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From the Founder – Rising Interest Rates and Real Estate Investments
This month, I would like to focus on two things that are on a lot of people’s minds: increasing interest rates and your investments. If you’re tired of hearing about interest rates, believe me, I get it! The reason I believe rates are being talked about so much is that the U.S. Federal Reserve has…
Read More → From the Founder – Worries About Money
I was talking to a long-time client the other day. Much of the discussion was him sharing his concerns with me and asking for my feedback. Some of his concerns were personal, such as how inflation was affecting his and his wife’s lifestyle and spending choices, which led to a discussion of his fears of…
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Managing Your Finances as a Member of the “Sandwich Generation”
Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center recently reported…
Read More → From the Founder – Interest Rates & the Stock Market
As you might imagine, there is a lot to keep up with when trying to follow the world of finance and the markets. Our team uses a number of different methods to stay informed, and recently, two of my preferred methods meshed together beautifully. While reviewing a recent article, I came across the chart below:…
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Finding Your Balance
When you first set up an investment, you (and your financial advisor) carefully created allocation ratios to fit your needs and chose an asset mix to match. Over time, however, those allocations may have strayed from their original benchmarks, leaving the portfolio too heavy in one asset class and underweight in others. This imbalance can…
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Generational Wealth – Your Choices Could Impact Your Family For Generations
What does it mean to pass down wealth? If you have invested in stocks, bonds or other assets, or are building equity in real estate or a business you own, then generational wealth can look like many different things. One Federal Reserve estimate suggests that over 2 million households receive some inheritance. When planning for…
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Credit Reporting Change May Take the Sting Out of Some Medical Debt
When you’re sick, you visit the doctor, but what happens when the bills roll in and it’s more than you can afford? Medical debt can affect anyone, even if you have great medical insurance. Many people find themselves struggling to pay their medical debt, which ultimately can impact their credit score. The Consumer Financial Protection…
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