Four Key Strategies for Retirement Healthcare Planning
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss four key strategies for retirement healthcare planning.
Planning for the Future: Essential Steps for Long-Term Care
Long-term care (LTC) refers to a range of services intended to meet the personal and health care needs of individuals over an extended period. These services can be necessary for anyone who has a chronic illness, disability, or cognitive impairment, such as dementia. As life expectancy increases and medical advancements continue, more people are likely…
Two the Point â Soft Landing in Sight?Â
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
5 Ways You Can Prepare for Healthcare Expenses in Retirement
Healthcare expenses are projected to be the highest spending category in retirement, with a report from the Employee Benefit Research Institute estimating that a 65-year-old couple may need $383,000 in savings to cover their medical costs. It is essential to have a solid plan in place due to the increasing healthcare costs and longer life expectancy.1 …
The Importance of Adapting Financial and Estate Plans to Legal Changes
When the foundation of a structure becomes unstable, everything built on top must adjust or risk collapse. This principle is not only true in construction but also in financial and estate planning. In the United States, financial and estate planning is deeply intertwined with legal and tax codes, which form the foundation for achieving our financial…
Market Dynamics in Election Years: Lessons from History and Recent Events
As we approach the 2024 U.S. Presidential election, the markets have already shown signs of reacting to the evolving political landscape.
Two the Point â The Fedâs Pivot: A Step Toward Neutral
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Federal Reserveâs recent 50 basis point rate cut.
WEBINAR: How the Upcoming Election Could Affect Your Investments Â
Election years can bring stock market volatility and increased investor anxiety.
How Do Election Years Affect Investing Behavior?
It is often said that the stock market is forward-looking, meaning its growth will depend on how publicly traded companies perform in the future, not the past or present day. More specifically, market returns are driven more by economic trends than election outcomes.
Easing Election Year Financial Jitters
This week we discuss easing election year financial jitters.