The silver generation, as they’re often called, faces a unique set of challenges in today’s fast-paced, ever-changing, tech-driven world. With the sudden proliferation of Artificial Intelligence (AI), the challenges have become even greater.
Globally, electric car sales have been increasing.
Growing up, I was fortunate to have had a financial role model in my mom. From the time I was very young, she taught me how important it is for a woman to take control of her finances. In the evenings, when we headed to bed, I remember watching my mother retreat to the den, where she stayed up late to organize files, pay bills, and try to make sense of the piles of documents that financial and insurance companies kept sending her. And, while my mother’s salary never matched my father’s, she believed it was important to work outside the home and always made sure she earned an income of her own.
Have you had the experience of showing up early or on time to an appointment with your primary care physician and then having to wait for over an hour to be seen by your doctor?
The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law by then-President Trump in December 2017, was one of the most sweeping changes in federal tax law to date.
Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are they all describing the same thing?
“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things down and a time to cast things away. Hopefully there will be some laughter and dancing and not too much to mourn, but probably some tears are inevitable.
For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition from workplace to home and back again.
The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning. Especially when emotions are high, having an experienced wealth manager who is ethically and professionally committed to providing counsel that places the client’s best interest ahead of everything else can be a crucial shelter in the storm.
I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!
