Financial Library

Lifestyle Choices Can Secure Your Retirement

Posted on: January 16, 2023
January 2023

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They must decide whether it is better to make some of those choices now or have their circumstances force lifestyle changes later in retirement. That's the dilemma faced by many people who have come to enjoy their way of life, but now realize that sacrifices will have to be made in order to maintain a similar quality of life in retirement.

Tags: 
retirement

Happy New Year!

Posted on: January 16, 2023

We hope you all had a happy and healthy holiday season! We took some much-needed vacation time over the Holidays and are now back into the swing of things. The first three months of the year are the busiest ones for us so it will be full steam ahead now!

New Back Office System and a Good Finish to a Tough Year

Posted on: December 12, 2022

Anyone reading my newsletters throughout 2022 is well aware that this has been a tough year. We've dealt with significant Inflation, higher Interest Rates and a weak Stock Market. In past years, when the Stock Market struggles, you might get some help from your Bond Funds. Not in a year like this. In 2022, with Interest Rates quickly rising, it has put some serious downward pressure on the Bond Market. Very few things have worked well this year and this rare phenomenon of Stocks and Bonds being so heavily correlated is very rare.

Tags: 
investment planning

The Ravages of Alzheimer's

Posted on: December 12, 2022
The Ravages of Alzheimer's

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.

Tags: 
eldercare
estate planning

Beware of Travel Scams

Posted on: December 12, 2022

If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost everywhere.

We have put together a list to help you stay safe during your adventure.

Tags: 
insurance planning

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