Apr 18, 2022 | Financial Planning, Legacy
A prepaid funeral plan is typically paid for in monthly installments over the course of several years. That money is paid directly to the funeral home, which brings up several things you’ll want to consider before signing up for a prepaid funeral plan.
Dec 1, 2021 | Articles, Financial Planning, Taxes, Wealth Management
Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase before you stop working, or is it possible to get to a mortgage after you’re retired?
Nov 23, 2021 | Articles, Financial Planning, Taxes, Wealth Management
You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme weather events, labor shortages/higher wages, and higher demand are not currently reflected in many consumer prices.
Nov 17, 2021 | Articles, Financial Planning, Taxes, Wealth Management
There’s nothing wrong with setting up specific goals and saving money to achieve them. First of all, many of those goals, such as buying a home or giving your children a college education, are actually investments that can deliver much higher returns. Those returns can be monetary while still being emotionally and intellectually rewarding.
Nov 10, 2021 | Articles, Financial Planning, Taxes, Wealth Management
The transition from growth to value and back to growth stocks often accelerated during the pandemic. Now that vaccination rates have stalled, and the delta variant of COVID-19 is running rampant, economists are once again pondering how growth stocks can keep up their pace.