It’s no secret that investing in anything that tracks the S&P 500 Index has been one of the hottest investments over the last 5 years. The performance of this index (made up of U.S. large company stock) is now in positive territory for the year after one of the...
The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma. As a response to the pandemic, the...
A comprehensive financial plan often includes an insurance and risk management analysis. This analysis will help define your cashflow needs and lifestyle expectations, and it will help you to determine how much (if any) life insurance you will need to meet your...
Economic uncertainty is causing some companies to revisit and adjust their balance sheets. Cutting expenses may involve layoffs or early retirement packages for current employees. If you find yourself in the situation where you are presented with an early retirement...
After a shock to the stock market how is real estate holding up? So much attention has been given to the stock market over the last 90 days that I thought it would be good to review what is happening in the real estate market. During the “Great Recession” of...
Many Americans rely on Medicare to pay for healthcare costs in retirement. Medicare is a federal health insurance program for seniors and others with disabilities and certain illnesses. There are several parts to Medicare, but we will focus on the two parts that...