"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 [...]
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 [...]
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 [...]
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 [...]
Reduce stress by creating a simply financial plan.
An Inheritance, learn these tips Various conflicting emotions often accompany the receipt or notification of inheritance. On the one hand, you are happy to accept the inheritance, be it a priceless heirloom, an object rich in sentimental value, or a cash windfall. On the other hand, you are faced with the fact that you are [...]