Month: August 2021

Life Insurance

Will Your Life Insurance Pay?

“May you live in interesting times” is a phrase we often hear that is claimed to be an interpretation of a traditional Chinese curse. I can say this honestly gave me a giggle in light of the times in which we live. However, it is not just a Pandemic that makes these times interesting. There…
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August 30, 2021 0
Money

Transitory or Not

What is going on with all this inflation?  The Fed is telling us this is all transitory and to not worry.  The question is, what does that mean and how does it affect us? For the most part, I believe they are right.  Inflation is transitory, just not in the way you think.  I was…
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August 24, 2021 0

Inflation – Should We Be Concerned?

Imagine two trains headed directly toward each other on the same track—their names: Inflation and Deflation. Which one will win?  Aaron Kennedy, CFA®, CFP®, CLU®, CHFC® You may have noticed the price of goods has gone up, some dramatically. There is no denying that we are seeing inflation today. There is no doubt that there…
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August 16, 2021 0
Dangers

The Dangers of a 401(k)

Gone are the good ole days of working for a company for thirty years, then retiring with enough pension income that you won’t need to worry about running out of money. Now it rests squarely on your shoulders to set yourself up for retirement. Now you are lucky if you work for a company that…
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August 9, 2021 0
Moving

5 Things to Consider Before Moving in Retirement

Moving in retirement – or even right before you retire – can bring its own set of surprises… and some may not be so pleasant. Here are five things you may not know that you don’t know that could end up biting you: #5…Financing…Lending has changed significantly in the past decade plus. Former Fed Chair…
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August 2, 2021 0

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