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 […]
Category: Money Matters
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 […]
Column, Money Matters
Should you open a Roth IRA?
By Kevin Theissen A Roth IRA can help you save for the future – with some flexibility. Roth contributions are made after taxes have been paid and offer the potential for tax-free growth and tax-free withdrawals in retirement. But that’s […]
Column, Money Matters
Confidence is back
By Kevin Theissen Some big news recently was the announcement from the Centers for Disease Control (CDC) that fully vaccinated Americans can resume normal activities without wearing masks or social distancing, except where required by law. People are more than […]
Column, Money Matters
The real cost of a vacation home
By Kevin Theissen Have you ever considered buying a property in your favorite vacation spot? If you are practical, maybe you’re tired of paying high rental prices. Or your family needs more room than you can get in a hotel […]
Column, Money Matters
Longevity and your money
The world’s 65 and older population is expanding rapidly By Kevin Theissen According to the most recent population estimates from the United Nations, “1 in 6 people in the world will be over the age 65 by 2050, up from […]
Business, Column, Lifestyle, Money Matters
Time is money
By Kevin Theissen We’ve all heard the phrase, “time is money.” But what does that really mean? And why does it matter? Time is the most precious of all resources. Once spent, it can never be reclaimed. Money is certainly […]
Business, Column, Lifestyle, Money Matters
Covid effects on benefits
By Kevin Theissen The impact of Covid-19 on workplaces has been profound. As we move forward, it is likely work as we once knew it will be changed forever. Employer benefits is one area in which there may be significant […]
Column, Money Matters
Can you pass this Social Security quiz?
By Kevin Theissen Social Security provides retirement income for many, but according to Mass. Mutual Life Insurance, most Americans fail to demonstrate basic knowledge of Social Security benefits. Mass. Mutual used a quiz to test peoples’ knowledge of Social Security […]
Column, Money Matters
Financial spring cleaning
By Kevin Theissen If you have been procrastinating on one, some or all aspects of your personal finances, why not apply the concept of spring cleaning to your money? The following are some ideas to get started or restarted: Get […]