by kevink | Dec 27, 2018 | Articles of Interest, Budgeting, Financial Planning, Helpful Resources, Retirement
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...
by kevink | Dec 26, 2018 | Articles of Interest, Financial Planning, Helpful Resources, Retirement
Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate, and life insurance...
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 27, 2018 | Articles of Interest, Financial Planning, Helpful Resources, Long Term Care
Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care. If you find yourself in need of both types of...
by kevink | Nov 26, 2018 | Articles of Interest, Helpful Resources, Long Term Care
Will you outlive your resources? As health awareness increases and medical care improves, we can expect to live longer than any generation before us. As we live longer, the need for care in our latter years increases. Illness and injury can be prevented and cured, but...
