Do You Have The Liquidity Needed For Downturns?

 "Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?" Del Fujinaka Income shocks produced as a result of the pandemic have had a somewhat purifying effect on financial planning. Before COVID-19, many consumers were dismissive of the idea [...]

What The Pandemic Has Taught Us About Financial Planning

Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]

By |2020-09-11T17:58:31+00:00September 8th, 2020|Retirement Planning|

Clean Out The Junk Drawer Of Your Mind

If you’re like most of us, there’s at least one designated junk drawer in your home. This is the “drawer of no return,” the place for rubber bands, loose batteries, coupons, cables, cords, pennies, nail files, anything and everything without a permanent home. The frustration of a junk drawer, of course, is that it becomes [...]

By |2020-04-13T19:40:45+00:00February 4th, 2020|Financial Planning, Uncategorized|

7 Shortcuts For Major Money Hassles

Hassle-free means less stress   One: Ace Your Retirement By the time you're 65, you'll need to have socked away about $25 for every dollar you expect to withdraw annually. That means that throughout your working life you must save. And save. And save. Oh, and don't forget picking investments and managing your portfolio year [...]

By |2020-04-13T17:57:35+00:00June 1st, 2019|Financial Planning|