Feb 24, 2022 | Estate Planning, Health Care, Housing, Medical Expenses, Retirement, Social Security, Uncategorized
“What difficulties or learnings do you have from caring for aging parents?”
Feb 4, 2022 | Housing, Investing Goals, Issues that effect todays Market
“Increasing interest rates are expected to cool the housing market. It may be worth considering your desired monthly payment amount vs. your desired purchase price in this changing environment!”
Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
Mar 11, 2021 | Behavioral Finance, Housing, Investing
Blog “History Suggests Rising Interest Rates Are Good for Stocks” Over the past few weeks, the stock market has trended down. From Feb. 12th to March 8th the S&P 500 is down 2.8% and the Nasdaq is down 10.5%! While this is only a 3-week period it...
Feb 5, 2021 | Housing, Retirement
Blog “Should I Use Retirement Savings to Pay Off the Mortgage?” Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s not unlikely that you’ll go back to work and start earning an income in your final years...
