Weekly Economic Update April 23, 2018

WEEKLY QUOTE “Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.”       – William Faulkner WEEKLY TIP If you are a single parent, prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement at risk. WEEKLY RIDDLE
Continue Reading...

Retirement Insight April 2018

April 17, 2018 Retirement Insights
Retirement Newsletter April 2018 “We are each responsible for our own life – no other person is or even can be.”           – Oprah Winfrey HEALTH TIP Muscle your way through retirement Doctors and physical therapists advocate strength training for seniors for some very good reasons. If you can retain more of your muscle
Continue Reading...

Weekly Economic Update April 16, 2018

WEEKLY QUOTE “Truth burns up error.”       – Sojourner Truth WEEKLY TIP As your career in the medical, legal, or tech sector progresses, you may build significant wealth, and you may need more than just term life insurance. Later in life, you could face issues that call for liquidity after your death. Permanent life insurance may help
Continue Reading...

Weekly Economic Update April 9, 2018

WEEKLY QUOTE “No trumpets sound when the important decisions of our life are made. Destiny is made known silently.”       – Agnes de Mille WEEKLY TIP If you are divorcing, be sure to call the card issuers of your joint credit card accounts. Let them know that you are going through a divorce and that you would
Continue Reading...

Weekly Economic Update April 2, 2018

WEEKLY QUOTE “Silence is more musical than any song.”       – Christina Rossetti WEEKLY TIP About to start a business? Then be sure to file the correct forms with state government. Get in touch with your Secretary of State’s office (and your city and county) to see what licenses and forms you may need. WEEKLY RIDDLE Weight within
Continue Reading...

Weekly Economic Update March 26, 2018

WEEKLY QUOTE “Knowledge is the eye of desire and can become the pilot of the soul.”      – Will Durant WEEKLY TIP If it feels like your federal student loan debt is holding you back from saving enough for the future, think about switching to an income-based repayment plan, which could cap your loan payments at no
Continue Reading...

Weekly Economic Update March 19, 2018

WEEKLY QUOTE “One person with a belief is equal to a force of 99 who have only interests.”      – John Stuart Mill WEEKLY TIP Are you worried that long-term care expenses might eat up your parents’ financial resources? Urge them to develop a plan for funding their health care needs through insurance products or other resources.
Continue Reading...

Weekly Economic Update March 12, 2018

WEEKLY QUOTE “Focusing is about saying no.”      – Steve Jobs WEEKLY TIP Small business budgeting includes defining your risks. As a first step, detail your monthly, guaranteed income and expenses to help determine your level of liquidity. This may help you recognize potential long-term and short-term risks. WEEKLY RIDDLE Nate gets messages every day from people who
Continue Reading...

Weekly Economic Update March 5, 2018

WEEKLY QUOTE “Prejudice is the child of ignorance.”      – William Hazlitt WEEKLY TIP If you are on the verge of retiring, you may want to defer some income until you do retire (and presumably find yourself in a lower tax bracket). That choice could lead to tax savings.   WEEKLY RIDDLE It can hold back cattle, pets, and
Continue Reading...

Weekly Economic Update February 26, 2018

February 26, 2018 Weekly Economic Updates
WEEKLY QUOTE “True knowledge exists in knowing that you know nothing.”      – Socrates WEEKLY TIP Thinking of going into business? Most new firms are sole proprietorships, but with the recent federal tax reforms, now is an excellent time to consider other business entities and weigh which one might be best for you. WEEKLY RIDDLE It is not
Continue Reading...