by Peter Smith | Jun 26, 2019 | Blog
Are you emotionally prepared for retirement? The images we see of retirement usually show people at the beach, holding a golf club or tennis racket, or walking in the great outdoors. What if none of these appeal to you? Or declining health takes golf and tennis off...
by Peter Smith | May 23, 2019 | Blog, Retirement Planning
Retiring? Nervous now that the paycheck will be gone? Worried if the portfolio is invested properly for your retirement? Here are 5 major mistakes to avoid for the newly retired: 1. Investing too conservatively. – The key here is to understand it will be stocks that...
by Jon Giordani | May 10, 2019 | Blog, Investments, Market Insight
AN UPDATE ON RELEVANT THEMES Risky asset prices have recovered from the vicious 4th quarter 2018. Headlines matter again. The Federal Reserve’s policy decisions in early 2019 gave investors the green light to speculate. Most of the near-term risks remain geopolitical...
by Planning Solutions Group | May 7, 2019 | Blog, Financial Planning, Insurance
The book by Marie Kondo, “The Life-Changing Magic of Tidying,” is inspiring families across the globe to eliminate excess household items in exchange for simplicity and peace-of-mind. Marie asks us to take a hard look at the tangible items in our homes and consider:...
by Brian Kuhn | May 2, 2019 | Blog, Financial Planning
In this latest episode of Your Future Your Finances, Brian interviews Dr. Redcross about supporting your immune system and Angie Duncanson from the Maryland Women’s Business Center....
by Planning Solutions Group | Apr 23, 2019 | Blog, Financial Planning
When Americans save, they often do so without a specific plan in mind. Sometimes saving is an afterthought – something that is done after all the bills are paid and extra income is enjoyed for current needs and wants. But the future is calling, and it’s begging you to...
