Nov 1, 2022 | Financial Planning, Holistic Financial Planning, Resources
“How can I make sure I can cover healthcare costs?” Healthcare costs are high and growing, but your financial professional can help you prepare for the unexpected expenses that can come with injury or illness. The Centers for Medicare and Medicaid...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Resources
Retiring can be complex, even at the best of times. When couples stagger their retirement dates, there can be further challenges — and benefits. While the traditional assumption has been that couples will finish their working lives together and start enjoying all the...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
While many people would like to stay in their homes as they age, it’s not always possible or practical. For example, your current home may be on two or more floors, which could be difficult for someone with mobility issues. It may be too large to maintain or be too...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“Should I start investing now or wait till stock prices go down?” [or] “What is the cost of waiting to invest?” It’s often a good idea to consider investing as soon as you can. While the stock market goes up and down from day to day, your financial professional can...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a...
Aug 27, 2022 | Financial Planning, Investments, Resources
When times are uncertain, it can be reassuring to have a solid, well-thought-out investment strategy designed to serve you well for the long haul, no matter what’s happening in the world or the markets. One of your first steps in developing such a strategy may be to...
Jul 31, 2022 | Financial Planning, Investments, Resources
Considering life insurance for more than just funeral costs In the United States today, 60% of the nation’s wealth is inherited or passed from one generation to the next. Yet that wealth is not spread equally among the different races in America. Sadly, only 8% of...
Jul 31, 2022 | Financial Planning, Investments, Resources
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If...
Jul 31, 2022 | Financial Planning, Investments, Resources
If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if...
