The Stock Market’s Reaction to Major Geopolitical Events Tends to Be Short-Lived The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause ne …
Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors
Last week Debbie was in Minnesota presenting the keynote address “How to Thrive During the Consumer Revolution” to over 1,200 Thrivent Financial Advisors. The feedback was amazing, and they particularly enjoyed the personal anecdotes and stories Debbie shared about going to the …
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …
Paying the penalty may be worth it if the end result increases your assets. A case of a couple saving for retirement shows that a penalty is a small price to pay in building a bigger nest egg. Whether it’s sports, taxes or life, we’re programmed to avoid penalties, and usually that’s a good …
For almost 10 years now, we have held an annual Client Advisory Board Luncheon where we get direct feedback from our clients. We invite our clients into our office to review everything we do, from marketing, communications and the services we offer. The goal is to determine from our client’ …
