By Kevin Theissen Social Security is a critical component of many Americans’ retirement financial strategy. Before you begin taking it, consider ways to maximize this retirement income source for yourself. When to start? You have the choice of 1) starting […]
Category: Money Matters
Column, Money Matters
Risk perspective
By Kevin Theissen Risk is a factor in every investment decision that you make, and your tolerance for risk is an important consideration, when making decisions alongside your trusted financial professional. Risk tolerance is balanced against your time horizon: the […]
Column, Money Matters
How we decide
By Kevin Theissen Information vs. instinct: When it comes to investing, many people believe they have a “gift” for choosing good investments. But what exactly is that “gift” based on? The truth is, the choices we make with our assets can […]
Column, Money Matters
Did you get your new Child Tax credit?
By Kevin Theissen Nearly 40 million American households have children ages 18 or younger, and last week, they received their first Advance Child Tax credit payment. These families account for more than 30% of the U.S. population. The amount each […]
Column, Money Matters
Save early & put time on your side
By Kevin Theissen As a young investor, you have a powerful ally on your side: time. When you start investing in your 20s or 30s for retirement, you can put it to work for you. Many people underestimate the power […]
Column, Money Matters
Ready to spend
By Kevin Theissen Over the past year, scientists raced to develop effective Covid vaccines, and governments and companies worked to make vaccines available. There are now multiple vaccines approved in most countries around the world. More than 2 billion doses […]
Column, Money Matters
Who is your trusted contact?
By Kevin Theissen Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact. You do not have to […]
Column, Money Matters
Wall Street cliches
By Kevin Theissen Pundits say a lot of things about the markets. Here is a small handful: Buy the rumor and sell high, because there’s no such thing as a free lunch. Prediction is difficult, but never catch a falling […]
Column, Money Matters
A conversation you need with aging parents
By Kevin Theissen Dan Taylor faced a difficult situation after his father suffered a stroke at age 72 and couldn’t live alone. He was responsible for looking after him and had no idea how to proceed. He was overwhelmed by […]
Column, Money Matters
Inflation: Back to the future?
By Kevin Theissen Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the last 30 years or more, you may remember […]