With interest rates being so low, we've been getting a lot of questions about using your home as an asset. Together, we can review your portfolio and determine whether using your home equity towards retirement or other goals makes sense for you.
Let us know how we can help!
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
We hope you are making the best out of an incredibly challenging year and that you are staying healthy. We wanted to provide you with an update from our team as we all navigate CoVID-19 and the pandemic. As you probably know, our office continues to be closed with your health and wellbeing being our upmost concern (along with our team). Over the last few months, you have been so patient by allowing us to serve you via phone calls and web meetings.
In the coming weeks, while always keeping in mind local and federal guidelines, our office is working on developing a plan to safely return back to the office. Although our team is working on the plan, in the short run, you can continue to expect that we will be holding meetings via phone call or screen sharing technology. If you have a preference to either option, please make sure to let us know while setting up the call.
As we all navigate these strange times, one thing is for sure. Your partnership has never felt stronger to our team. We love working with you and are here for you, especially to assist you in reaching your financial goals. Please let us know how we can serve you!
In the meantime, here’s how we’ve been working with you with some pictures from our team at home.
Making ongoing contributions a habit will help ensure your emergency fund is there when you need it. No matter where you stand financially today, here are tips to increase your savings.
TIME.COM
5 Smart Ways to Grow Your Emergency Fund in 2020
Prosperity Wealth Advisory Group updated their phone number.
Prosperity Wealth Advisory Group updated their address.
Life after college can be overwhelming – especially during a global crisis. For the recent college grads in your life, here are some tips for navigating their financial future.
Newly added team member Eric Thomas, CFP(R) is happy to discuss financial planning for our younger clients! Let us know what questions you have!
MONEY.COM
The New Graduate’s Guide to Finding a Job, Paying Off Loans, and Saving Money in the Age of Coronavirus
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
If retired, let us know if you'd like to see how this small increase may affect your comprehensive financial plan.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
Let us know if you would like to review how increasing your retirement contributions may help improve your financial plan or for other ideas if you are already maxing out your contributions.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
Let us know if you have any questions on how recent Fed news may impact your portfolio!
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
We are so thankful for all of our clients...thanks so much for your support!
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
