5 Financial Considerations to Make Before Year-End
These 5 simple steps could make a huge difference in the upcoming year By: Josh Koehnen, MsBA, CFP® 1. Rebalance Your Portfolio The stock market has had a strong run up in 2019, so you could be taking on more risk than you’re comfortable with going into the new year. Most investors who own ...
Longevity
Why longevity risk is something to think about By: Josh Koehnen, MsBA, CFP® I’ll never forget an event I held several years ago when I had speaker Dr. Steve Franklin come give a presentation on his research. The premise of Dr. Franklin’s work was based on the rise in centenarians and how ...
Cybersecurity
Protecting yourself from potential calamity. Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center says that these ...
Bad Money Habits to Break
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending money ...
A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. When they discover this, ...