Insights Category: Financial Risks & Downturns
Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Housing Starts in Decline
August 16, 2023
Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Insurance Needs Assessment: For Empty Nesters and Retirees
July 26, 2023
With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Is Inflation Peaking?
January 19, 2022
One lesser-known indicator is called the Baltic Dry Index. We know our middle-class millionaire clients see it in prices at...
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Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Managing your Health Savings Account Effectively in your Estate Planning
August 12, 2021
Health Savings Accounts, called HSAs for short, function differently than most other kinds of accounts. We call them financial planning...
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Financial Planning / Financial Risks & Downturns / Healthcare / Market Updates
The A, B, C, & D of Medicare
August 6, 2020
Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Retirement / Taxes
Eldercare Choices in the COVID-19 Era
June 9, 2020
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. In addition to...
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Financial Planning / Financial Risks & Downturns / Investment Strategies
The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do
April 23, 2020
Most economists expect the Coronavirus outbreak to cause a recession. Since many people made bad financial investment decisions in the...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Taxes
Roth IRA Conversion in the Era of COVID-19
April 16, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Health Care Costs Are Cutting into Retirement Preparations
January 21, 2020
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the...
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