Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Don't procrastinate: pursue your financial goals by creating a long-term strategy.
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The Cost of Procrastination
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
When was the last time you updated your will?
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Will Power
How many credit cards do you have?
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Spotting Credit Trouble
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Have you ever wondered how investment and tax strategies may be different for members of the LGBTQ+ community? Read more here:
https://www.cnbc.com/2020/01/10/online-efforts-encourage-lgbt-americans-to-mind-financial-wellness.html
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Guidant Planning wishes you and your family a very Happy Thanksgiving.
Our office will be closed on Thursday, November 26th and open Friday, November 27th from 8:30AM-1:00PM to spend time with our families.
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
When was the last time you paid yourself first?
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Pay Yourself First
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way