This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy p …
By Robert O. Graves, CFP® CERTIFIED FINANCIAL PLANNER™ I’ve never agreed with popular images of retirement: People spend most of their adult lives working for a company. They wait for that final day when they will empty their filing cabinets, clear their desks, and pack all of thei …
Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like:
Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retire …
Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy. Here are common questions we ask as we walk through the investment planning process:
By Robert O. Graves, CFP® CERTIFIED FINANCIAL PLANNER™ Studies of centenarians – people who’ve lived to 100 years old – have shown that they share one characteristic in common. It’s not superior genetics, healthy diets, socio-economic status, or money. The thread that connects the …
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
