by munnmorris | Aug 3, 2020 | Articles of Interest, estate planning, Financial Journeys
Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning, Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility...
by munnmorris | Dec 19, 2019 | Articles of Interest, Financial Journeys, Financial Planning, Life Status Change, Long Term Care, Retirement
Retirees have different ideas of retirement and what retirement means to them. Some of them may surprise you. Retirement is often looked to as a season to relax, to travel and make memories, and to spend time focusing on hobbies and projects you enjoy. However, what...
by munnmorris | Dec 19, 2019 | Articles of Interest, Financial Journeys, Financial Planning, Life Status Change, Long Term Care, Retirement
Our last article focused on how the new view of retirement may be different than most people suspect. And although the thought of working in another field, even part time, may be daunting, the possibilities are unlimited. If you are considering a new field while in...
by kevink | Dec 5, 2019 | Articles of Interest, Financial Journeys, Financial Planning
Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run — and even sooner? We’re talking about your financial plan — your fiscal health, if you...
by kevink | Nov 29, 2018 | Articles of Interest, Financial Journeys, Helpful Resources
The experience of a declining market or perceived recession can be a heart racing experience. The temptation to move investments to historically safer territory can be overwhelming. But history tells us that sticking with your long-term investment plan, including...
by kevink | Nov 2, 2016 | Financial Journeys, Financial Planning, Uncategorized
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
