Key Takeaways According to a new study released by the Transamerica Center for Retirement Studies, not even half (42%) of people in the middle class say financial planning is one of their top priorities. That’s less than those who say that enjoying life (63%) and being healthy and fit (61%) are top priorities. You can […]
Most People Prioritize These 2 Things Over Their Financial Future — Do You Agree? Read More »
Key Takeaways Famed investor Ray Dalio said it’s time to reconsider your safe-haven assets in light of recent government policies and economic changes. He advises investors to allocate 10% to 15% of their portfolios to gold. Dalio says that the primary risk for Treasury holders will be from continued money printing by the U.S. Federal
Ray Dalio Urges Investors To Prioritize Gold Over Treasurys for Stability Read More »
In 2011, we brought on a client on the verge of retirement. Six months into retirement, her husband died of brain cancer. While the wife had what most people would consider to be an estate plan in place, the financial nightmare that followed the human tragedy totally changed how I prioritize these conversations. If your
Top Five Items to Prioritize When Your Spouse Is Ill Read More »