I know I have been hinting at a new website for a while, but it’s really going to happen.
The long-awaited, new website is nearly ready to launch. Just a few tweaks, I am told, and we will be good to go.
Or did they say weeks? (Sorry it’s taken so long).
Nevertheless, this will be the last blog post on this
According to my current website host, we’ve posted 320
(mostly) original blog posts since this website originally launched in
September of 2013!
Soon, the new website will be live and we will resume posting new, original blog posts each week.
The same, but different
We look forward to what the new year, new decade, and new website will bring, but there is a lot that will stay the same.
The new website will have the same web address. We will
continue to post meaningful, original content for our readers each week. And
clients will continue to be able to access their accounts in the same ways they
Most importantly, our commitment to you, our clients, to
providing the best financial planning and investment services possible, and to always
putting your interests before our own will never waiver.
If I ran the world, everyone would get the last two weeks of
the year off – off from work, off from the stress of life, just totally and
Alas, I do not run the world, and like you, I won’t be taking the last two weeks of the year off from work. However, I will be taking a couple weeks off from the blog.
Rest assured, the blog will return in the new year fresh
with new content, a new look and feel (eventually – the new website is still a
work in progress), and fired up for the possibilities and promise of the year
Merry Christmas and Happy Holidays to you and your family!
“Getting old ain’t for sissies”, according to Bette Davis.
If you are a client “of a certain age” we’ve likely talked about the need for long-term care insurance. Or at least the need to have a well-informed discussion about how to pay for care in the event you or your spouse should need it.
As a financial planner I see what happens to a family’s
personal finances when a client or their spouse requires some level of long-term
health care. I have also witnessed the lengths that spouses and other family
members will go to help their loved ones, even to the point of putting their
own mental and physical health, financial security and quality of life at risk.
Whether or not to purchase a long-term care policy is a big financial decision. Premiums are not cheap and they will likely increase over time. Long-term care insurance isn’t the answer for everyone and it probably won’t cover 100% of your need. Nevertheless, having a realistic plan to provide care is a key part of your retirement plan.
Below is a link to an article written by MorningStar’s Christine Benz about the statistical likelihood of needing care and the costs associated with it.
Atul Gawande, author of the book,Being Mortal, looks at long-term care from a different angle. He argues that if you live long enough you will either require long-term care or you will be a caregiver to someone who requires care.
If you would like to know more about how long-term care planning fits into your retirement strategy, please contact me directly.
If you would like more information about long-term care in
this link from the State of MN.
The first Tuesday in December is “Giving Tuesday”. Last week we
gave thanks for the blessings in our lives. The week before Minnesotans gave to
the max as they donated over $21.6 million to their favorite charities on Give
To The Max Day 2019.
This time of year is definitely the season for giving.
Of course, you can make a financial gift at any time of the
year, but during the holidays people tend to give more as they try to meet
year-end tax deadlines before the next tax year begins.
Dana Holt, founder of Holt Consulting, is charitable gift planning educator, coach and professional
speaker. She teaches financial advisors, planned giving professionals and
others how to make the most of their clients’ resources to make a difference in
lives of others and the organizations they love.
Below is a guest post from Dana regarding three common, but very
effective strategies to make the most of your year-end charitable gifts.
I am taking a couple extra days off for the Thanksgiving holiday this week. Below I am re-posting a blog post from just a few years ago regarding 10 Reasons To Support Your Favorite Small Business This Saturday.
I hope you will give it a quick read and support your
favorite local businesses wherever you may find them.
As always, I am forever grateful for your support, the fact
that you are reading these words, and that you allow me to serve you as your
Reasons To Target Your Favorite Small Business This Saturday