When a person thinks about contacting a financial planner, often he or she has a money question; perhaps how deal with a short-term situation, or long-range
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with
Recession aversion
A quote we mention in last month’s summary is worth repeating:
“Usually, recessions sneak up on us. CEOs never talk about recessions,” said
The Wall Street Journal, 5/25/23, ran a picture of the world’s largest passenger cruise ship, a massive vessel that can carry 7,084 guests. It boasts 18
On radio and television you constantly hear ads about planning for a well-funded retirement. Suppose with the help of a financial advisor, and/or through pluck
Markets are doing their thing again, so let’s discuss.
Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again.1
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health
Bank failures, rate talk, and economic anxieties
Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly
Ask people about retirement goals and you get a wish list─travel, play more golf, spend more time with family and friends, etc. Retirement is seen as a time
Fundamental to successful financial life planning is understanding the known vagaries of life and strategizing how best to deal with them. There are certain
A Crisis of Confidence
Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975
