CDs
Current CD rates are moving up as the Feds up rates. I’m finding some very attractive short- and medium-term rates. Wouldn’t go for any long-term rates at this point. REMEMBER!!!! There is never a cost for a conversation.
Money Tips
Nursing Home Cost!!
Have you protected your assets from nursing home costs? Monthly cost as an average, runs $14,000+ per month. It won’t take long to delete your assets. Don’t wait. Learn about the different ways to protect those hard-earned assets.
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Tip For Your Next Vehicle Purchase
Instead of a lump sum from your 401k or IRA – and paying all that tax…. Consider taking a 0% auto loan then the payment from your retirement account. Something to consider!
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Something Else To Check
Do you want to project how well your current holdings might last? Or find out what is your ideal withdrawal amount? There is a program called Riskalyze that could make those projections. Call me. I can help you with a free Riskalyze analysis. You can also visit our website www.coach4retirees.com to get your FREE risk
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A Tip for the Safe Money in Your IRA
A Quick Tip – You might want to check the latest CD rates. There are some attractive short-term notes available. It will offer some safety during the choppy market.
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This thing called retirement.
Okay you got here, you’re going to tell them I’m done. But, now what? You have a lot of choices, in which you should have already done, but if you didn’t.. Did you do a budget? Don’t look at me like I have 2 heads! You need to know your income needs. Get that budget
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This Thing Called Retirement
This thing called retirement. It comes quicker than you think, lasts longer than you thought, and means different things to different people. Some want to retire early and some never want to retire. So, you need to decide early or never, but start your plan now. First ask yourself – What is retirement going to
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Financial Planning provides direction and discipline.
It’s important to know where you’re going, and how you’re going to get there. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your goals? Will your investment portfolio actually help you meet your goals? Are you uncertain if you
Financial Planning provides direction and discipline. Read More »
Sharing the Benefits of Financial Planning
Life is never set in stone, so your plans shouldn’t be either. Your dreams may change, your situation may change and the financial landscape my change. One thing that won’t change: our dedication to helping you plan and track your progress so you can realize your dreams. Growing through service to people is possible due
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Have You Ever Wondered.. Do I Need A Financial Plan??
Financial Planning provides direction and discipline. It’s important to know where you’re going, and how you’re going to get there. It’s also about more than numbers.. it’s about your dreams. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your
Have You Ever Wondered.. Do I Need A Financial Plan?? Read More »