Dec 5, 2019 | Financial Planning, Investing, Retirement
Encore Essentials: Mutual Funds In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and...
Oct 7, 2019 | Financial Planning, News & Events
Sign up below to get updates sent to your inbox! In this month’s recap: The Fed cuts interest rates, the price of oil spikes, and trade negotiations between the U.S. and China are rescheduled. THE MONTH IN BRIEF September brought an economic event that was widely...
Sep 10, 2019 | Financial Planning, News & Events
Sign up below to get updates sent to your inbox! In this month’s recap: stocks descend as traders respond to the devaluation of the Chinese yuan as well as new developments in the ongoing U.S.-China trade talks; the price of gold rises, and bond yields fall. THE MONTH...
Apr 2, 2019 | Financial Planning
First, what wage gap are we talking about? There is a commonly cited statistic that American women earn 80 cents for every dollar earned by men. This is true, supported by the U.S. Census Bureau’s 2017 American Community Survey, but it mostly applies to women in...
Jan 23, 2019 | Financial Planning, Medicare/Long-term Care, Retirement, Taxes & Financial Planning
Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, of course, but as a demographic, women derive more benefit from this government-sponsored retirement program. To gain these benefits, however, women need to understand...
Nov 5, 2018 | Financial Planning, Health Insurance, Medicare/Long-term Care
If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage. You know it will probably be expensive, but do you realize...
