By Kevin Theissen It has been estimated that fewer than 50% of adults have a will or other estate documents in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend […]
Category: Money Matters
Column, Money Matters
October is Financial Planning Month
By Kevin Theissen When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review […]
Column, Money Matters
2020 elections and your investment portfolio
By Kevin Theissen As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?” […]
Column, Money Matters
Retirement realities
By Kevin Theissen Expectations vs. Reality Predicting exactly what your retirement will be like is about as impossible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as […]
Column, Money Matters
Home improvements trend higher
Due to Covid-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement. It’s not that big of a surprise since many Americans now find their homes are doing triple […]
Column, Money Matters
How can women prepare for retirement?
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these […]
Column, Money Matters
Should you be in the market?
by Kevin Theissen Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that […]
Column, Money Matters
How much will you need for retirement?
By Kevin Theissen “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to tilt my head a bit when I see headlines that […]
Column, Money Matters
Focus on truth
By Kevin Theissen As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. We may face more surprises as we learn to live with the pandemic and figure out […]
Column, Money Matters
Putting a price tag on your health
By Kevin Theissen We hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn’t easy — especially when you’re facing down temptation or battling procrastination. For some, the […]