The Great Spending Balance
Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out on enjoying today. Read on for the 3 key areas where saving big and investing may make a substantial difference in both the present and future alike. https://bit.ly/3oGfpWe
Insurance at Every Stage: Raising a Family
A growing family, by definition, means an ever-increasing financial obligation – both now and in the future. Amid the increasing expenses and life demands that come with parenthood, thinking about your insurance needs can be tough. But now’s the time to consider what is at stake and make sure you’re protecting your family from whatever life may throw your way. Grab a copy of our new article that examines the different types of insurance to consider when you’re a parent. https://bit.ly/37BEn3q.
What’s Your Number?
Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough? There are a few key steps to the process, and we shared our thinking in a recent resource. https://bit.ly/3lhpSW4
A Historical Look at Elections Campaigns
As we approach the 2020 election, we’ve been getting questions about what we expect to happen on November 3rd, and how the election will impact investment markets. We offer a non-partisan, historical outlook concerning what might happen in November and how we are thinking about these items from the perspective of wealth management. Take a look here https://bit.ly/35q1U6A.
Insurance: Getting Married
Marriage changes everything, including insurance needs. Even if you and your spouse lived together and shared expenses while dating, you may have new responsibilities – and opportunities – for your insurance policies. We examine six topics to help you better understand the insurance landscape after marriage. http://bit.ly/3ebCV8C
8 Financial Goals For Your 40th Birthday
For investors in their 30s, life can feel busy, hectic, and a bit disorganized at times. How do you focus your time and energy on the things that matter most? There are 8 key goals to focus, and we shared those ideas recently on our website. https://bit.ly/36Cb9PF
Benefits of the Right Amount of Active Management
For years, the debate has been whether active or passive management investing was ideal. The last 3 weeks have changed a lot of perceptions on this topic. We explained why in a recent article, and you can get your copy now. https://bit.ly/2wYzBgw
CARES Act Overview
As the CARES Act was signed into law very recently, we wanted to share a summary of the key provisions and how they might affect you. Take a look at our quick overview. In particular, small business assistance and the waiver of Required Minimum Distributions. https://bit.ly/3e9kZvt.
The Value of a Fee-Only, Fiduciary Advisor
What makes financial advice “good enough”? Well, that depends on if your advisor is working under the fiduciary or the best interest standard. The good news is that as the client, you have the power to decide which standard is the right fit for you. We shared how in our recent article. https://bit.ly/fiduciary_advisor.
Financial Goals for Your 30th Birthday
The years between 20 and 30 can be some of the most exciting – and challenging – times in life. But what really matters when it comes to the financial lives of young investors? To help simplify things a bit, we created a resource that details 8 financial goals for investors to accomplish before their 30th birthday. If you’re under 30, how are you doing on the list? If you are over 30, how are the young investors in your life doing? Take a look. http://bit.ly/8-goals-for-30
