The year 2008 proved emotionally exhausting for investors. Volatility rocked the markets causing the S&P to hit lows more than -17% by mid-July. Late summer brought a slight recovery and quieter conditions only to have the market plummet in October resulting in a new bottom of over -42%. Although these types of market conditions don’t … Investing During Market Volatility
As financial planners, we hear all kinds of thoughts that people have about retirement. The fact is that no two people are the same and neither are two retirement scenarios. Your neighbor may plan on spending a whole winter in warm weather and you may prefer to stay near your children and grandchildren. There isn’t … Retirement Myths and Realities
The face of investing is rapidly changing in America. Today 1 in 4 millennials have saved over $100,000 and about 1/3 report that they started investing before age 21. While younger investors have more money and start younger, they often don’t feel like they fit into the mold of traditional investing strategies. If this sounds … Investing for Millennials, Gen Z and Beyond
August 14th is National Financial Awareness Day and it’s the perfect opportunity to sharpen your financial skills. National Financial Awareness Day is a day dedicated to financial literacy and helping people to learn the principles of building financial stability. Whether you are building your financial future or are a well-established financial wizard, everyone can observe … National Financial Awareness Day
As inflation continues to affect Americans, many are looking for ways to stretch their dollar a little further. The U. S. Department of Agriculture reports an increase of 11.9% in grocery store food prices from May of 2021 to May of 2022. This added to increase of other necessities can really put a pinch on … Bagging More Groceries For Your Buck
Choosing a financial advisor is a big decision. In doing so you are giving someone access to a very sensitive part of your life. Remember you are hiring an expert to work with you. Your advisor should provide value to you and your financial decisions. Here are some things to consider when hiring a financial … What To Look For In A Financial Advisor
Just like a map or a GPS is needed for someone driving a car on a long trip, a financial plan is useful for anyone wondering about their financial future. A financial plan lets us know if we are heading in the right direction, for example north instead of south. Much like a long journey, … Mapping Out Your Future with a Financial Plan
How long do I have to save all of this paperwork? This is one of the most common questions people ask their accountants and financial professionals. It seems that nearly everyone has a box or a drawer of papers that they are not sure what they should do about. Over the years these documents can … Record Retention – “How long do I have to save all of this paperwork?”
The other day, I was having an interesting conversation with my grandmother. She was considering replacing her flooring in her home and was literally “floored” with how much the cost had gone up since she installed her last carpet 10 years ago. It really is fascinating to talk about money with our older generation. We … Inflation: Lessons from the Past to Help You Plan for Your Future
The gown has been bought, the venue has been chosen, and the flowers have been ordered. There are so many details that go in to planning your perfect wedding day. As couples find themselves getting ready to walk down the aisle, it is essential to discuss how matters of the pocketbook merge with matters of … Merging Finances: What to do before you say “I do”
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