Financial Planning Archives - Page 7 of 9

“2022 was Tough; What’s the Outlook for 2023?”

Mar 24, 2023 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog 2022 was Tough; What’s the Outlook for 2023? Investors just went through one of the toughest investment years in history. This was quite a change from 2019, 2020, and 2021 which saw strong stock and bond returns despite the pandemic. The question on...

Caring for Elderly Family Members

Mar 10, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought

Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...

“Realities of Recessions”

Feb 24, 2023 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

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Do I Need Umbrella Insurance?

Feb 10, 2023 | Behavioral Finance, Financial Planning, Housing, Uncategorized

Blog “Do I Need Umbrella Insurance?” Umbrella insurance is an important risk management tool, particularly for people who have wealth, income, or future income potential. Additionally, it’s cheap relative to most other types of insurance! I’m always amazed at...

5 Numbers to Watch in 2023

Jan 27, 2023 | Financial Planning, Housing, Issues that effect todays Market, Uncategorized

“What is one number you are keeping an eye on in 2023?”

3 Things to Help Us in this Bear Market

Oct 14, 2022 | Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought

“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”