We are staying on top of some key economic developments this quarter. While shifts are being made constantly in this ever changing landscape of the economy, here is a review of the current economic outlook and interest rates.
Read MoreIf your care plan isn't in writing yet, this will help you get started. Someone turning age 65 today has a 70% chance of needing some type of long-term care services. Costs average $80K per year and can last for 3 years or more. How are you planning to pay for this?
Advice for what you should be doing financially at all stages in your life.
Read MoreThe debate is no longer about active versus passive - passive is taking over. Instead, it's about which type of indexing methodology is best.
Read MoreWhat I have learned since being an owner is that there are other costs of homeownership that aren't often discussed or known. I have now realized I didn't account for the one thing, that as of today, has been my biggest homeownership expense.
Read MoreYou're frustrated with Wells Fargo and looking for a change. For those that are ready to leave but not sure how to get started, we outline the steps.
Read MoreSocial Security estimates are essential for our planning, but the system needs a change in order to continue to pay 100% of its payouts indefinitely.
Read MoreWe really like target-date funds. They are a simple and convenient solution for those that want an all-in-one investment strategy and don't want to worry about rebalancing. However, there are two situations where they aren't the best choice.
Read MoreYou're busy - and you haven't explored ESG-investing yet. Here are some reasons why you may be hesitating.
Read MoreI am a financial planner. I am educated on the laws of supply and demand, on interest rates, saving and the value of a dollar. I still bought my house at the peak of the housing market in 2018 and...I don't care.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
Join our monthly educational newsletter. We curate interesting articles, tips to protect your money, and books worth reading as your resource for all things financial.
© Planning Within Reach, 2014-2024. All Rights Reserved. Disclosure | Privacy | ADV
