Just because an advisor says s/he is a fiduciary doens’t mean they’re held to the same legal standard. You need to know what being your fiduciary really means.
Continue readingWho is impacted most by inflation?
The cost of everything is going up. Many retirement projections are based on a much lower inflation rate than what we are currently experiencing.
Continue readingIncreased risk of financial abuse due to COVID isolation
The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.
Continue readingLong-term care planning should start with visioning your late-life
Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.
Continue readingFinancial tips for a thriving 2021
Even if the resolutions you made in January have gotten a little stale, it’s never too late to follow a few financial tips for a thriving 2021.
Continue readingInclude charitable gifts on your holiday list
It’s never too late to help others especially during these extreme times. For 2020 you can take a tax deduction for donating up to $300 even if you don’t itemize!
Continue readingHanging on to stuff can cost you more than money
Using valuable square footage in your home or garage to store and extra 20 years’ worth of stuff carries a cost.
Continue readingSustaining your Career Asset amid Social Distancing
Just because you are unable to network or learn in face-to-face settings, that should not deter you from investing in your career asset.
Continue readingControl what you can during discontinuous change
During discontinuous change like we’re experiencing right now, work with your Financial Service Group CERTIFIED FINANCIAL PLANNER professional on your tax, retirement, investment and career strategies.
Continue readingCrops will grow back so don’t sell the farm
Enjoy Mike’s column from the Racine Journal Times in which he discusses how your financial planner should plan for market jolts like we’ve experienced lately.
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