Mastering longevity: Financial planning strategies for your health and your wealth

Mastering longevity: Financial planning strategies for your health and your wealth

10 months ago 272

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of “peak busyness”.  The upside of this stressful time is, it often serves as motivation. The weight…

Q4 2023 Quarterly Context Video

11 months ago 695

Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current…

Q3 2023 Quarterly Context Video

1 year ago 615

Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop. Some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more, plus our regular smart retirement planning advise in this quarter’s Quarterly Context webinar.