The Markets Review for the period ending December 31, 2021.
Planning for a Market Downturn
What can investors do now to prepare for market volatility in the future?
A Very Merry Unbirthday, To You. And Me.
59 ½ is a big age for retirement savers. Once reaching 59 ½, participants in qualified retirement accounts (401k, IRAs, etc.) may withdrawal funds penalty-free.
Have Your Cake… and Eat It, Too.
“I wish I had some kind of ‘guard rails’ that would keep me on my diet track. An automated system that took the cake away before I ever even saw it. Will Power that didn’t rely on my own ‘will’. I don’t have them for my diet, but I do for saving money.”
‘Tis the Season
With every day that passes, more and more risks come into play with an inadequate life insurance plan. Only you can decide how much you need, or if you need it at all. But if you do need it (and I bet you do), at least make sure what you have is working like you want it to.
Something to Celebrate
I’d suggest you spend a few minutes with a knowledgeable person whom you like and trust, and make sure your life insurance coverage is exactly what you want it to be. And that will be something to celebrate.
Waze of the World
I think about Waze a lot when working with families and business owners. We help them map out the ways (no pun intended) to financial security. Over the years, we reinforce that they are on the right track, even when they know where they are going and how to get there. Along the way, we identify potential delays, and we plan for and navigate around them.
Back to School… sort of
We plan, and when the time comes we put those plans into action and we keep moving forward. Who knows when it will rain or for how long… but when it does (and it will), we will be ready.
A Beautiful Smile
I let him know that while it was not inexpensive, it was fair and worth it and something we wanted to do. More importantly, it was something his Mom and I had been planning and saving for.