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Financial News
Whether you do business with us now, never, or are considering it one day in the future, our belief is to share and help everyone grow. Whether in the business life as well as personal, we hope you enjoy these articles and find value within.
Social Security and How to Maximize it
Too many people rush to collect their Social Security benefits as soon as they retire. This is sometimes a mistake, especially if you retire early. Technically, you can begin receiving benefits as early as age 62, but if you do so, your benefits will be reduced significantly. For example, if you were born between 1943 and 1954, your payouts would be reduced by 25%. And the reduction isn’t temporary. It’s permanent.
Financial Advisor Qualifications
Several professional designations, degrees or memberships indicate that the financial advisor has met educational, experience and ethical qualifications. The following (selected from a list of 80 designations, 72 associations) list is presented for your benefit – not as an endorsement, or in any order of ranking or preference.
Episode 14: The Critical Conversations with Family Members — Part 1
It can be extremely uncomfortable as talking about money with family members. But there are...
Selecting a Nursing Home
For the patient, a nursing home represents a frightening loss of independence and abandonment by family and friends. For the family, the decision creates guilt feelings, even when they can no longer care for the elderly relative. To lessen feelings of fear and guilt, it helps to involve the patient, if possible, in choosing the nursing home. Adjusting to nursing home life will be easier if your relative understands the alternatives, and feels his or her wishes are being considered.
Areas of Uncertainty
Why this new volatility in the markets? That’s the question many clients have been asking me. Well, volatility is always a product of uncertainty, and there are several areas of uncertainty that investors are dealing with right now. I’ll address a few.
