Financial Planning

Encourage Mom and Dad to Keep a Little Black Book

By |2023-11-06T09:07:28-05:00November 6th, 2023|Aging Parents, Financial Planning|

For those of us who’ve lived a while, we remember the “little black book”—the place where you kept important contact information before the technology revolution. If you’re caring for elderly parents or you think that’s a possibility, encourage mom and dad to keep a little black book, not for dating purposes, but to help you [...]

Fraud Victims Owe Taxes on the Fraud

By |2023-11-06T09:05:41-05:00November 6th, 2023|Aging Parents, Financial Planning|

It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of just compounds the hurt. This is an egregious story of elder financial abuse.   Dennis and Suzanne Gomas are an elderly couple who worked hard to save enough money to retire comfortably. They inherited a business [...]

Choosing A Strategic Allocation

By |2023-11-02T11:39:43-04:00November 2nd, 2023|Financial Planning, Retirement Planning|

Choosing a strategic asset allocation can be difficult because our perception of risk changes with the market. In a bull market, we get greedy and want to have a more aggressive portfolio but when things inevitably turn down, we want something more conservative. Investors spend a lot of their investing lives trying to adjust their [...]

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