A few years ago, I received a call from a concerned client. He was the primary caregiver for his elderly uncle who was suffering from dementia. On a recent visit, he discovered that his uncle had purchased a new Harley Davidson motorcycle. His uncle was in no condition to drive a car, much less a motorcycle. My client was left… Read More
Archive for July, 2018
-
Teen Driver Expenses
Young drivers involve a variety of expenses besides the vehicle itself. Here are examples of some of the expenses teen drivers will incur. Insurance The cost of coverage will be based on the driver characteristics, the vehicle, the insurer and the insured’s eligible discounts. A safe driver course can often help reduce the cost of insurance. There are other discounts… Read More
-
How to Be Healthy in Retirement
Retirement is an immense life transition and there are many positive aspects to look forward to. You may be eagerly anticipating more free time to take up a hobby, traveling somewhere new, spending more time outdoors, or maybe just enjoying things you haven’t had the time for in recent years. While your mind may feel the same as it did… Read More
-
Second Quarter 2018 Market Recap
Volatility continued in global stock markets during the second quarter. Despite solid first-quarter earnings reports, stocks gained little traction as geopolitical and trade concerns hampered the markets. In the U.S., growth stocks continued their strong outperformance over value stocks. The market gains this year have been heavily dependent on technology stocks. For the quarter, energy was the best performer (up… Read More
-
How Much Should You Contribute to Your Company’s 401(k) Plan?
Retirement is meant to be a well-deserved permanent vacation after we dedicate years of our lives to our careers. However, statistics on retirement savings are a cause for concern as Americans are not saving enough for their retirement. Seventy-eight percent of Americans report that they’re ‘extremely’ or ‘somewhat’ concerned about not having enough money for retirement and nearly a… Read More