Even with the dramatic market swings this year, it is hard to imagine we will end 2018 where we started. On December 31, 2017, the Dow closed at 24,719. As I write this article, the Dow is at 24,622. That is correct—it has been a flat performance year.
Read MoreMy favorite part of the holidays is the food. It starts with a Thanksgiving feast and ends with a New Year’s Day brunch. For me, it’s no longer about one specific day. Instead, I reach out to friends and family the entire month to share a holiday meal.
Read MoreThe average 25-34 year old has $42,000 in debt and most of that comes from credit cards not student loans. That’s why we encourage our clients to pass down financial intelligence to their children.
Read MoreWe should all be aware by now the IRS does not call you if there is an issue with your taxes; they send tax notices and letters. But did you know there are also fraudulent “IRS” notices and letters circulating?
Read MoreWhat is your biggest fear? For some it may be leaving everything they’ve worked towards their entire life up to chance once they have passed away. If you’re reading this, you still have a chance to make sure that doesn’t happen.
Read MoreThe flow of commerce is predicated on both the importers and exporters utilizing human capital, technology and natural resources to provide their products and services.
Read MoreThis is my third year of beekeeping and the first year my hives have had excess honey that I could bottle and sell. So last month I extracted honey and put a “Local Honey For Sale” sign at the end of my driveway.
Read MoreMy daughter, Katie, presented three 4-H projects at the Indiana State Fair again this year. The experience wasn’t quite as successful as last year.
Read MoreOnce you’re 59½, you’re allowed to turn on the spicket to start receiving money from your annuity without a penalty.
Read MoreSeptember is National Preparedness Month, and part of preparing for emergencies and natural disasters is making sure your finances are in order. After all, being prepared is what financial planning is all about.
Read MoreHow many times have you heard “You need a will.” or “You should update your will.” either from your attorney, your financial planner, or even just a good friend?
Read MoreYes, our National Debt is at $21 trillion. You may ask yourself, “How did we get here?” Now I can’t answer that question in a blog, but I can tell you that whether it’s corporate debt, government debt, or personal debt, it all starts the same way.
As our population ages, this question has become more and more common. We often have clients ask this for themselves, for friends, even for their own parents, and the answer is usually, “It depends.” Taking the time to analyze your unique situation and your goals is important when making the decision on whether or not to obtain Long Term Care (LTC) Insurance, and if so, when to purchase the policy.
Read MorePlease take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are there are questions listed below that will help us address some of the issues that may worry you.
Read MoreSummer festivities are just around the corner! After all, between Memorial Day and Labor Day is a wonderful span of fourteen weeks with sunshine, picnics, vacations, graduations, weddings, fireworks and fairs. If you do not have enough to do already, there are some offbeat holidays to kick it up a notch! I have some suggestions on how to celebrate a few of them.
Read MoreOccasionally, it’s worth reviewing the basics to keep market volatility in perspective. Dow Jones Industrial Average (DJIA) and Standard & Poor’s 500 (S&P) are indices most familiar to investors due to the constant reporting by the news.
Read MoreDo you recall the Stanford marshmallow experiment on delayed gratification? They would ask a child to sit at a table and wait to eat the marshmallow that sat in front of them.
Read MoreSeveral years ago, when my husband had a stroke, my eyes were opened to the importance of having a healthcare advocate. It was very clear how a patient needs someone to navigate the healthcare system and be a second set of eyes and ears.
Read MoreThe kids are out of the house and your husband is taking a week long deep-sea fishing trip with his buddies. Sounds like it’s time to get the ladies together for a much-needed girls trip!
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