Market Update Second Quarter 2017
Trees Don’t Grow to the Sky
Half way through 2017, the economy and the markets remain on solid footing. In fact, the U.S. stock market has not posted an annual loss in 8 years. At some point (which no one can reliably forecast) the market will decline, and decline enough to enter bear market territory of –20% or more.
Moving to a CCRC
This is the last in a series of articles about Continuing Care Retirement Communities (CCRC’s). Some CCRC’s are now calling themselves “Life Plan Communities,” but CCRC is the most common term. If you are thinking about moving to a CCRC, the first thing you have to decide is whether you want to stay in the same area where you are currently living or whether another area beckons to you.
Planning Ahead for Life's Final Event
Our business is financial planning. We believe that establishing goals and helping our clients achieve them is important. However, one event is tough for everyone to plan for—and that is death! Inevitable though it may be, we all think that if we ignore it, we can prevent it from happening, or at least postpone it!
Find Missing Money!
Do you every wonder where lost treasures end up? States oversee unclaimed property ranging from securities, uncashed dividend checks and inactive mutual fund accounts to dormant bank accounts. In addition to money and securities, unclaimed property includes tangible property such as watches, jewelry, coins, currency, stamps, historical items and all kinds of goodies found in abandoned safe deposit boxes.
NextGen Corner - Consolidating Student Debt
Regardless of whether you just graduated from college or are a few years removed, if you’re one of millions of Americans dealing with student debt, you know how complicated managing payments can be, especially if you have multiple loans with just as many lenders.