Month: April 2021

Investment Risks

Considering Investment Risks

The U.S.  markets have recently hit another all-time! Should you be celebrating… or worried? Every year the list of “Reasons Not to Invest in the Stock Market,” originating in 1934, is updated. Market highs are a reoccurring theme throughout – others on this list had to do with legislation, politics, economies, or world disasters. Yet…
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April 27, 2021 0
Widow

Did You Miss This in Your Retirement Plan?

Most people do! Have you considered your marital status during retirement – and its financial and social impact on you?  According to the US Census Bureau, 36% of people over age 65 were single in 2019. And as of 2019, there were almost 15 million widows and widowers in the country. So, whether you are…
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April 19, 2021 0
Tax Changes

2021 Tax Changes

It is inevitable. Change is coming for 2021 and beyond. The problem is no one knows for sure exactly what that change will be. There are several things we have a good hunch will happen, and we will discuss a few key notes. No matter, the big question is how do you plan around a…
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April 12, 2021 0

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