Seek and Find!
Do you wonder where you might be on your journey toward financial independence? Would you like some tips to help you see if your savings and investments have you on track to meet your goals? Do you want to see how small increases in saving over time might help you gain peace of mind? Please watch our webinar where we will help answer these and other questions.
In this issue, we explore the latest Social Security projections and insight on planning for the future of the program, along with a look at the importance of creating and maintaining a home inventory.
In our conversations with clients over the past few months, the main question has been remarkably consistent: Are we on the brink of a recession?
Receiving a financial windfall should be a positive milestone that permanently alters an individual’s or family’s future for the better. Yet, gaining immediate and substantial wealth can often have the opposite effect, leading to a new set of challenges that can put that wealth at risk.
When you think about retirement, will you have enough saved to maintain your current standard of living? Financial experts now recommend being ready to replace 100 percent of your income instead of 80 percent, which used to be the standard advice. Unless you plan to downsize dramatically, experts say you’ll likely spend about the same in retirement as you do now. Following are seven best practices that can help you build up your savings for the retirement you want.
Just about everything in the sprawling 91-year-old Dutch colonial in Bexley, Ohio, is, in fact, there by design—and part of an experiment in four-generation living Lisa Cini and her family launched in 2014.
On the ride home from a meeting with their financial advisor, Sophie tells her husband Rob that she’s been thinking a lot more about how their money is invested. “Getting a good return is nice, but I also want us to make sure we consider the bigger picture.”
In this issue, we focus exclusively on the impact of the recently passed Tax Cuts and Jobs Act on the economy, the stock market, and your personal tax situation.