Financial Planning with your Children

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March 15, 2019
Financial Planning with your Children

Image Copyright Ted Grussing Photography – Used with permission If you are an aging parent, you have probably set up a will that will eventually pass over some powers and responsibilities to your children. Depending on your stage in life, your children may even be involved in taking you to and participating in doctor’s appointments. But, it may…

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Weekly Snippet

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March 8, 2019
Weekly Snippet

Last Week… …Was the 10th birthday for this bull market. Happy birthday Bull! As you can see all 24 benchmarks are still up and strong. Interestingly, all Equity benchmarks are ahead significantly YTD with US stocks nearly doubling Foreign including Emerging Markets. Leading the pack in US is Small Growth up 19.6%. Also interestingly, last…

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Tips on Finding Your Financial Advisor

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March 8, 2019
Tips on Finding Your Financial Advisor

Image Copyright Ted Grussing Photography – Used with permission If you are searching for someone to manage your finances, it can be overwhelming. After all there are so many designations and fancy managing strategies, it can be tough to know where to begin. Today we are going to discuss a few points touched on in an article on…

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Weekly Snippet

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March 1, 2019
Weekly Snippet

Last Week… …Was another great week for the market.  As seen below, all asset are still positive YTD. The ONLY asset class to slip slightly from the previous week was Health Care. Did you know that out of all 24 asset classes in your portfolio, only FOUR had a positive annual return in 2018?  Health…

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Annuities as Retirement Tools

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March 1, 2019
Annuities as Retirement Tools

Image Copyright Ted Grussing Photography – Used with permission If you are retired or about to retire, you want to be certain that the income from your nest egg is enough to support you for as long as you need it. In the past we have discussed some tips to consider when you begin taking income from your…

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