originally posted Jun 11, 2018 It’s been quite the rollercoaster ride in investment markets in 2018. Returns, as of end of Friday June 8, 2018, have ranged from -3% to +11%. (See details here) How are you doing for the risk that is best for your circumstances? If...
originally posted April 2, 2018 As you may have noticed, interest rates have been going up on mortgages, credit cards, and other debts. The positive side is that interest rates have also been going up on bank accounts. Have you noticed? Most people haven’t. And the...
Spring time gets us in the spring cleaning mood. Why not also do it with your finances? It’s a good time to review your beneficiaries on your insurances, retirement accounts, and any payable on death appointments. We’ve found people having ex-spouses, deceased family...
2-5-2018 Current market downturns are no fun! Stay focused on your financial goals, time frame of when you plan to take income, and keep your long term perspective. Whether it’s Black Monday October 1987, the internet bubble of 2000 or the great recession of 2008:...
1/22/2018 You never thought you’d see “actuaries” and “wild” in the same phrase, did you? You’re welcome! The Wall Street Journal recently reported, on what we told about back in June 2017, long term care insurance (LTCi) rates are skyrocketing due to (wild?)...
