Leo Maheras |
A year ago, the Covid-10 pandemic swept through the world. Life changed in an instant for all of us and for many families were faced with tragic loss. At first it was a curious event hard to believe as we had to stay in place and work from home. Like many of us, I expected it to be a short-term lockdown and life to return to normal by the middle of summer. A year later...
The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community is even more crucial.
With the U.S. bull market entering its eleventh year,1 more investors are looking for the next new thing. For many, this can mean investing in companies that not only are financially profitable, but that also help provide for the general good. Socially-responsible investing, or SRI, focuses on investing in companies and products that are committed to sustainability, alternative technology, clean energy, and worker protections.
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, you may end up with enough money to meet your needs, but you have no way to know for sure.
Leo Maheras |
For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement income designed to help you pursue your lifestyle goals.
Leo Maheras |
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When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great Barrier Reef. Bucket list items are the things one plans to do their entire life once they have the time and money to do it. Unfortunately, accomplishing all the items on a bucket list...