During this period of COVID-19, it’s imperative to get all of your finances in order as the global economy plunges into its worst recession since World War II and shrinks by 5.2%. Since these are unprecedented times, there’s already plenty of uncertainty and fear, and the last thing you’d want to worry about is your
The U.S. unemployment rate is gradually improving, but many workers understand that their jobs may not be safe. Instead of just hoping they hang on as the fallout from the pandemic worsens, it’s important to take steps now to secure another job or prepare financially for a job loss. One of my clients, an airline
The Baby Boomers get credit — and blame — for how they changed work, society, and pop culture over the years. Now, with 10,000 Boomers turning 65 every day through 2030, this powerful generation is well on its way to redefining how we plan for retirement, including the role life insurance can play. Three major
Some of the bestselling finance books represent a sampling of old standards mixed with modern classics. Here are a few of our favorites. 1. “The Total Money Makeover” (2007) by Dave RamsayWell-known personal finance expert Dave Ramsay has again achieved bestseller status with his latest book on improving your financial life. Ramsay’s books focus primarily
There is a lot of talk these days about the “new normal,” which might be more accurately described as not normal. COVID-19 has impacted many aspects of our daily lives and if you’re nearing or in retirement, you may be wondering if it will impact your retirement plan. Below are a few items to consider
The pandemic of 2020 has created nothing but chaos on all fronts. Whether your concerns are focused on how COVID-19 poses an extreme danger to our seniors, unprecedented unemployment rates, the feasibility of students learning full-time online, or what the long-term impacts of government-stimulated growth might look like, there’s no shortage of reasons to feel