When it comes to retiring as a couple, it’s best to begin the conversation and planning early. Do you call the doctor before or after you get sick? Do you call your homeowners insurance agent before or after your house burns down? Do you fill up your car before or after you run out of gas?
Well, here we are in December, and like it or not, there’s been very little change for 2015, despite the volatility in the markets that reminded us all of the 1990s! Even though what we do as financial planners encompasses much more than investing, managing investments is one pillar of our business. This year’s ups and downs have led me to ingest large quantities of Tums, and I’ve had to explain and re-explain our overall strategy to many of you due to the market volatility we’ve faced. Quite honestly, I’m tired!
We’ve talked about life insurance a lot lately, as September is Life Insurance Awareness Month. We’ve covered topics for young single folks and growing families, so today we want to specifically address retirees.
When it comes to money, you and your spouse will face many decisions over the course of your life – career choices, when to spend and when to save, what kind of lifestyle you desire and when to seek outside financial advice.
Last week we started talking about planning ahead for the end of 2014, and I want to continue that conversation today by addressing two additional important topics: retirement contributions and reviewing your investment portfolio.
November is upon us and as 2014 draws to a close, we want to talk with our client families about planning ahead for 2015. At Family Financial Partners, we believe it’s always better to be proactive than reactive.
Back in 2010 when Alex and I started the Family Financial Foundation, our goal was to support and tell the stories of local charities and nonprofits.
In speaking recently with many potential clients, I’ve fielded inquiries over and over about the minimum investment amount required to come on board with us.
To me, it always seems as though Labor Day weekend is the official conclusion of summer. On Tuesday morning, kids around the country went back to school, swimming pools closed, and this year’s vacation season came to an end.
Last Tuesday, the Family Financial Foundation (our nonprofit organization) hosted its annual “A Good Walk Spoiled” Golf Scramble. This year, the event was held at Keene Run Golf Club, and we had a great time!
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