The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.Continue Reading!
I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
I recently gave an annual presentation to the 401(k) participants I advise. I always try to explain risk tolerance and investing to my audience in an easily understandable way. For most of the participants, investing in their 401(k) has been their only experience investing, so their knowled …
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life starting with your 20s.
Ladies … listen up!… there’s still time … Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?
One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.
The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.