Post tagged in "retirement"

  • Planning Opportunities in Today’s Environment

    As you’ve heard us say multiple times at this point, we are in the midst of an unprecedented time – economically, financially, medically, personally. But for purposes of this post, we’re going to focus on the financial aspects. We’re not just dealing with a market downturn, we’re also in the midst of two historically low environments: tax rates and interest rates. In many ways, this trifecta presents several pockets of opportunity from a financial planning standpoint that, if you’re able to take advantage of, can pay dividends well into the future, regardless of exactly what that may look like.  Market Downturn Opportunities Give Away Your Losers: If gifting to family is something you’re already doing, or that you’ve had on your radar for a while, then now is a great time to gift some of your most beat up stock. Why, you might ask, would I want to give my…

  • What the Griswolds Can Teach Us About Our Finances

    The holidays can be an exciting and joyous occasion, or they can be filled with stress and anxiety, depending on how you prepare for them. But, using the Griswold’s situation in “National Lampoon’s Christmas Vacation” as a learning experience, you can take some steps to make the holidays a bit more bright. So, grab some eggnog and your moose mug, and consider the following tips to, hopefully, ensure a smoother holiday season: Make decisions together | Before making any major purchase, be sure to speak with your spouse first to avoid potential conflict. This could include asking their opinion on installing a pool or purchasing gifts for other people’s children. Financial disagreements account for a great deal of marital strife, so clear communication is imperative. Don’t write a check you can’t cash | Or, as the saying goes, “don’t count your chickens before they hatch.” By relying on a source…

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