By Kevin Theissen After a year of living with the fear of Covid-19, many investors are hoping 2021 will bring a return to “normal,” even if the new normal may not be exactly like the old one. Optimism about the […]
Category: Money Matters
Column, Money Matters
Retiring wild: national parks and you
By Kevin Theissen For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? […]
Column, Money Matters
And they’re off!
By Kevin Theissen Holiday shoppers may not have been racing into brick-and-mortar retail stores, but that doesn’t mean they weren’t shopping. Consumers have earmarked about $998 for spending on winter holidays, which include Christmas, Hanukkah, and Kwanzaa, according to the […]
Column, Money Matters
Why Medicare should be part of your strategy
By Kevin Theissen The premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can […]
Column, Money Matters
Good health is good business
By Kevin Theissen According to the Centers for Disease Control and Prevention, productivity losses linked to employees not showing up for work cost employers approximately $225 billion annually, or over $1,600 per worker. Business owners and managers understand very well […]
Column, Money Matters
Will power
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 […]
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 […]