Managing a Household Allocation
One of our mantras in planning is to “Know What You Own.” Peter Lynch popularized this term during his management of a Fidelity mutual fund in the 1980’s, and we think it applies to more than just investments. Your home, your health insurance, your business, and yes, your investments each have features, risks, and opportunities […]
Determining a Retirement Savings Rate
As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn and 2) are we saving enough for retirement? These questions are typical whether a person is 35 years old or 55 years old. According to the Federal Reserve Bank of St. […]
Testing the Challenges of a Long Retirement
We often joke that our job was created because of increasing life expectancies and pensions seldom being offered. Obviously, finance and investing has become more complicated and there are an ever-increasing number of investment vehicles and planning strategies we help our clients choose between. We also know there is great value placed in our ability […]
Takeaways from the Pandemic Relief Bill
Stimulus checks have been delivered based on 2019 tax returns, $600/person Business owners should review their ability to claim an Employee Retention Credit Unemployment adds $300/week extra to Mar 14; eviction moratorium now to Jan 31 The most overused word of 2020 was unprecedented. Congress was anything but when it went down to the wire […]
