I saw an interesting prediction on Twitter a couple of weeks ago and it made me think of a quote from Amazon founder and CEO, Jeff Bezos: “What’s going to change in the next 10 years? And that is a very interesting question; it's a very common one. I almost never get the question: 'What's not going to change in the next 10 years?'”
Financial Planning for Families Living with Parkinson's
Topics: Financial Planning
As you approach retirement, organizing your finances will be one of the most critical steps you take when beginning your transition out of the workplace. There are plenty of retirement planning tips and philosophies out there, but many people in their 50s with $500k or more saved don’t yet know how to simplify their finances before retirement.
Topics: Financial Planning
Tax Season Senior Scams Alert - 8 New (and Age-Old) Financial Scams to Watch For
Sadly, tax season is a prime time for scammers to target senior citizens. Here are eight common scams making the rounds this year. Please share them with older relatives, friends and everyone else: Awareness is a primary component of stopping these threats.
Topics: Financial Planning
What should we do in a bear market? That’s the question we’ve been hearing a lot these last few days. Here are five ideas for things you can do right now to set yourself up for success in the days ahead.
Topics: Financial Planning
Personal + Finance: 6 Big Life Events When You Should Call Your Financial Advisor
Our feelings and finances are often intertwined. As advisors, when we meet with clients, most of the time we spend more time discussing the personal side of finance than the dollars and cents.
Topics: Financial Planning
Topics: Financial Planning
Changes in how your credit score is calculated are coming this summer, and they may impact your access to different types of loans and the interest rate on those loans. Fair Isaac Corporation (FICO) will introduce its FICO Score 10 Suite in the coming months for use by the three primary credit bureaus, Equifax, Experian and TransUnion.
Topics: Financial Planning
How Much Should I Have Saved for My Retirement at Age 30, 40 and beyond?
So many people ask, “how much should I have saved for retirement?” Well, there are many retirement savings “rules of thumb” out there. In this article, we will share some of the common recommendations and even debunk a few.
NOTE: Be sure to read to the end where we share our real answer for the question of how much retirement savings you should have at age 30, 40, 50 and beyond.
Topics: Financial Planning
Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You
How to choose the best financial advisor for you
Looking for a female financial advisor? At Carnegie Investment Counsel, we asked three of our female financial advisors for tips about how to find the best investment advisor for you. They emphasized that team members at Carnegie, male or female, focus on providing a customized and hands-on approach to services from financial planning to portfolio management. The point is to assess any advisor for the best fit when choosing a long-term financial partner.
Topics: Financial Planning, Investment Management