Categories for Financial Planning

Elderly Caregiver Facts and Figures thumbnail

Elderly Caregiver Facts and Figures

April 1, 2019 12:00 pm Published by

These days, people who live to age 65 can expect to live at least another 20 years. That means many are likely to require some form of assisted caregiving. According to aging experts, the following guidelines describe characteristics of those... View Article

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8 Strategies To Reduce Market Exposure

March 1, 2019 12:00 pm Published by

Over a 10-day period in December 2018, the Dow Jones Industrial Average (DJIA) dropped by more than 350 points six different times. It then experienced its largest increase on record – a 1,000-point gain in one day. This dramatic volatility... View Article

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New Proposals for Government Programs

February 1, 2019 12:00 pm Published by

The Tax Cuts and Jobs Act delivered a wealth of benefits for taxpayers at every income level, but none more so than for the very rich. The net result of huge tax breaks for both high-income and corporate taxpayers is... View Article

What Leading Economic Indicators Tell Us thumbnail

What Leading Economic Indicators Tell Us

January 1, 2019 12:00 pm Published by

One of the reasons investing is tricky is because it involves so many factors that we cannot control. One factor is the specific investment itself. In the case of a stock, the share price relies on company management and leadership;... View Article

Financial Planning Advice for Women thumbnail

Financial Planning Advice for Women

December 1, 2018 12:00 pm Published by

The path for women is a little like two steps forward, one step back. For example, almost 40 percent of all privately held firms in the United States today are owned by women. Furthermore, the 2018 midterm elections yielded 23... View Article

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Potential Impacts of Midterm Elections

October 1, 2018 12:00 pm Published by

Next month, all 435 seats of the U.S. House of Representatives and 35 of the 100 seats in the Senate will be up for grabs in the midterm elections. Historically, congressional midterms have had much lower turnout than Presidential elections,... View Article

Funding Options For Long Term Care Expenses thumbnail

Funding Options For Long Term Care Expenses

September 1, 2018 12:00 pm Published by

The longer people live, the greater the chance they will need assistance in old age. And today, people are living longer than ever. As if providing for one’s own retirement isn’t hard enough, now we must factor in the cost... View Article