Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and tried to organize the information in a way that is easily digestible and focused on [...]
Financial Advisor, Retirement Planning
Most people are looking forward to their retirement. They are planning to make the most of their departure from the working world, perhaps by traveling, writing the next great American novel or spending quality time with family. However, saving enough to fund these goals and maintain preferred lifestyles is a large obstacle for many. Getting [...]
Health Care, Retirement Planning
My experience with assisted living started shortly after my mom moved back to Missouri. Years ago, when my parents retired, they moved to California. They ended up living there for 27 years. My mom decided about 4 years ago to move back to Missouri to be close to her daughters. My dad had since passed [...]
