Planning matters

Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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CASH is BACK

Cash is back, maybe not to the levels seen in the 80’s, but certainly providing competition to most risk assets. Keep in mind, interest rates in many parts of the developed world remain grounded at zero, so even to have this discussion is a bit of a luxury for dollar-based investors and those domiciled in the USA.

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Ch-ch-ch-ch-Changes

Back in 1980, the United States’ share of global GDP was about 21.1%, with the U.K., Germany and France holding 13.2% in aggregate, Japan at 7.8%, while India and China represented 8.4%. Fast forward to today, and the United States’ share has grown only marginally, while the big three of Europe as well as Japan have actually declined over a 37-year period. So, where was the bulk of the growth?

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Pearls of Wisdom: Is a Retirement Community Right For You?

Seniors move into continuing care retirement communities expecting to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that the facilities…

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Unexpected Tax Refund in Your Bank Account? It Could be a Scam.

Recently, the IRS has reported a new scam. Cybercriminals are using stolen taxpayer data to file tax returns and have the resulting refunds direct-deposited into the taxpayers’ real bank accounts…

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