Navigating Inflation In Retirement
Navigating Inflation Well, inflation is creeping upon us. If I look back to last year, inflation was pretty well under control. For 20 years, it’s run a little above 2% and it did come down [...]
Top Retirement Mis-Steps Part 2
Top Retirement Mis-Steps Part 2 Each week I share financial news, retirement advice, and budget tips on KOLR 10’s Ozarks Live. This week I discussed part 2 of the 5 Retirement Mis-Steps to [...]
Top Tip To Cash In On The Housing Bubble
Cashing In On The Housing Bubble Have you thought about cashing in on the housing bubble?? Recently, home sales have rebounded to their highest levels since 2005! The housing demand took off a [...]
Avoiding This Common 401k Mistake
Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own. Now, being [...]
The Dreaded Long-Term Care Conundrum
What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility? [...]
Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]
Nearing The Retirement Summit In These Challenging Times? Answer These 4 Fail-Proof Questions First!
Nearing The Retirement Summit During These Challenging Times? Answer These 4 Fail- Proof Questions First! As you near retirement are you thinking of a permanent vacation? How about the chance to [...]
Long-Term Healthcare- A Crisis In America?
Let’s face it, you’re getting older. There’s no way around it and no way to avoid it. The time to start planning is now! Long-term Healthcare is on the verge of becoming a national [...]
Why We Avoid Estate Planning
There are many reasons intelligent, educated people avoid estate planning. According to a new Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents such as a [...]
The 4 P’s Of Retirement
The 4 P’s Of Retirement Retirement is viewed as a major life event, and it’s a GOOD one. Although this can be something to look forward to throughout your whole life in the workforce, [...]
