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Posts Tagged ‘Financial Planning’
Single People Have Special Planning Concerns
Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the…
Read MoreTrapped by Routine
Do you ever feel trapped by your routines? I have clients that recently had this experience. On the positive side, routine helps us accomplish essential activities such as going to…
Read MoreEnergy Efficiency in Your Financial Plan
One of the coolest cars I’ve seen that still sits in the Guinness Book of Records is the Duke University student built car called Maxwell. This 44 pound, three-wheeled car is…
Read More2021 is the Time for Strategic Diversification
Many of the financial methods used by governments during the COVID crisis are based on something called “Modern Monetary Theory.” This theory, “is neither modern, monetary or a theory, ”…
Read MoreReasons to be positive!
It is rough to be sitting at home, perhaps self-quarantined or self-isolated, not to mention observing your investments these days! The market is down over 35% from it’s all time…
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