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It’s almost Southwest Airlines benefit season. SWA and SWAPA together offer an amazing benefits package, but it can be complicated. Between SWA and SWAPA there are FOUR enrollment periods every year! We’re here to help!
Dr. Smita Borole and Anish Gaikwad stopped by to give us this wonderful certificate of recognition for sponsoring the Smiles for Hope Gala. We were honored to support their organization, but it’s really Smiles for Hope that deserves the recognition.
As we get closer to retirement the idea of creating an income stream becomes very, very important. Retirement doesn’t mean having the biggest pile of money when you die. Instead, retirement planning should enable you to live the life you want to live and have the income when you need it.
Last week Kevin and I traveled to Colorado to visit with some of our clients in that region. What a great trip! In the age of doing business over the internet, it was a real treat to meet so many of you in person. We enjoyed fantastic conversations and took in some gorgeous sightseeing.
The next recession or market downturn could be more painful than the last – simply because you have more money invested! Charlie has brought lessons learned from his training in the military and as an airline pilot to help clients work through various scenarios and put together a successful plan to weather the storm.
We don’t know when the next economic recession will come, but we are confident it WILL happen, sooner or later. Have you tested your financial plan to see if you are ready? Just as military and airline pilots routinely train to be prepared for emergency situations, we take a similar approach to ensure our clients are ready for the next downturn.
This is a recording of our Wealth & Estate webinar from 06/12/2018
2nd Quarter Market numbers paint an interesting picture of the varied market reactions to interest rates, currency and policy changes. Different asset classes (investments) had very different returns. Small and large companies didn’t move together with small companies having higher returns. After multiple positive quarters, foreign developed and emerging markets underperformed across the board probably due to the strength of the US dollar. Finally, as bad as the returns were in Q1 for REITs (Real Estate Investment Trusts) that asset class had fantastic returns in Q2- proving that patience and discipline may be rewarded.
There is a misconception that earning a high income equates to being “rich”. However, as you may be painfully aware, wealth does not come automatically. Building wealth takes discipline and an intentional investment strategy. Many factors come into play: cost of living, lifestyle creep, current taxation, diversification of assets and having your financial affairs in order.
We will discuss the various elements of death taxes, wills, trusts, long-term care and life insurance, and how to keep it all organized.