The potential financial planning implications of a Biden presidency are extremely broad, as there are policy provisions that impact disabled workers, elderly workers, parents, the 45M Americans with student loan debt, first-time home buyers…the list goes on! Given the expansive nature of the potential changes, I am focusing this post on addressing the financial planning implications to a few of the more impactful tax provisions of … Read more
This quarter’s report focuses on what a Biden presidency might mean for the overall economy and stock market. We look at a handful of studies from both right- and left-leaning organizations that have analyzed the Biden economic platform.
I hope you enjoy the reading and please get in touch if you have any questions!… Read more
During the height of the coronavirus, fixed income markets did not serve as the portfolio ballast many investors hoped and expected. This, along with historically low interest rates, has caused more than a few people to ask whether fixed income should still be a part of their portfolio. In this brief I will discuss what changed in the marketplace in 2020 and whether it is still … Read more
Deciding to pay off your mortgage early vs. investing your excess cash is not as cut and dry as many people would have you believe. Read on to find out how to assess this decision based on your own unique circumstances.… Read more
This post is the third of a three-part series on retiree healthcare expenses.
In this final post of the series, I tackle how you should factor the potential cost of long-term care (LTC) into your overall healthcare expenses.
What is long-term care?
Long-term care (LTC) typically … Read more