We all remember March, 2020, when much of the world shut down. The markets were on a roller coaster ride to put it mildly, and investor emotions were off the charts. The uncertainty that COVID-19… +
Small-Business Owners Can Be Divided into 2 Camps – Which Are You?
Small-business owners are often passionate about what they do and take great pride in the value or service their business offers. It’s likely they work long hours and spend ample mental time thinking about operations,… +
AI’s Potential Disruption to Retirement Planning
As wealth managers, we often assist people with their retirement planning needs. Now artificial intelligence (AI) could soon dramatically alter the retirement world as we know it. https://rethinking65.com/2021/07/07/ai-is-likely-to-potentially-disrupt-retirement-planning/
Three Keys to a Healthier Retirement
A well-planned retirement is something to look forward to. Those who are paying attention to the financial aspects are setting the stage “where they can experience their second childhood without parental supervision,” says Kenneth Moraif,… +
Small-Business Owners Can Be Divided into 2 Camps – Which Are You?
The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge. Read Full Article
What Does the Upcoming Election Mean to Your Investments?
For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up. Investing during an election year comes with a special kind… +
