Every significant milestone holds financial implications. As a parent, you think about what the future may bring for your child. We set budgets and plan for their back-to-school clothing and supplies, upcoming birthday’s, Halloween costumes, and for their...
Last week…closed out the first few days of September with all asset classes down from the previous week. US Equities were all down from 2.5%- over 4% for a pretty bumpy start to September. All US Growth companies are at or pushing pretty...
The death of a loved one is a difficult event to endure. It can become all-consuming and often at the expense of other day-to-day matters that need to be addressed. With the death of a loved one, new matters arise that need to be handled as well. Taking care of...
Last week…was another drab week for most equities. All US Equities were down. Large companies took a bigger hit than Mid and Small. There wasn’t an identifiable pattern between the impact on growth companies vs. values or market cap size....
Okay, so you have an idea of how much you will need and how much you have for retirement, you know the social security age requirements and you have figured out how to maximized you full Social Security benefits…. What’s next on the list? Plan on Working...
