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?)...
/2/2018 Welcome to 2018! In 2017 equity investment markets were quite strong! Read all about it in this week’s newsletter. I look forward to chatting with you during your 1st quarter market updates where we review the 2017 markets in more detail. Sneak peek at some of...
12/11/2017 Hope you are making it a great week! We have had a lot of news in December that has sent investment markets on wild gyrations with tax reform, Russia investigation, government shutdown news on-going. We anticipate gyrations will continue. When news sends...
