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A Financial Planner Is Important Now
After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.(GETTY IMAGES) On a cold day in Chicago in December 1969, 13...
Retirement Planning Tips in Your Mid-60s and Beyond
Follow these retirement planning tips—whether or not you're retired Retirement planning at any age can be challenging. Still, there are certain steps to take when you're in your mid-60s and beyond to make sure you're ready for those golden years. KEY TAKEAWAYS Many...
These five steps will help you toward a safe, secure, and fun retirement
Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring...
Physician retirement planning tips
Jeff Bendix Medical Economics Journal, Medical Economics November 2020, Volume 97, Issue 15 Creating a solid retirement plan can build peace of mind as you navigate the challenges of practicing medicine today. So what should you be doing? Especially in...
Job Search Strategies After a Career Pause or Job Loss
Pandemic-related job losses are hitting women especially hard. Here are strategies to approach the job search. By Robin Madell, Contributor THE LATEST JOBS REPORT from the Bureau of Labor Statistics showed that in December 2020, the U.S. economy lost a net of...
Earnings Season Gets Underway
Quarterly financial reports are here. Provided by Strategic Wealth Design Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “earnings season,” and why is it important to Wall Street? ...
How Much Do You Really Know About Extended Care?
Separating some eldercare facts from eldercare myths. Provided by Strategic Wealth Design How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not...
Long-Term Rates Are Creeping Higher
What's fueling the rally? Provided by Strategic Wealth Design With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just...
Life may get back to normal this year. But the economy probably won’t
By Anneken Tappe, CNN Business New York (CNN Business)It's tempting to think now that 2020 is over, the economy will soon snap back to normal. But that's still far off: Americans aren't spending as much as they used to. Millions remain unemployed. For an economy that...
Are You Underestimating Your Need for Disability Insurance?
Long-term disabilities are probably more common than you think: About one-third of us will experience one before age 65. But before you buy insurance, learn the ins and outs of long-term disability policies. by: Deborah L. Meyer, CPA/PFS, CFP® Paddy If you...
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