Inflation is here, and so are government bonds that are popular again. I’m talking specifically about I Bonds. We’ve recorded a quick video to go over what I Bonds are, how they may impact your situation, what you need to know, as well as how you can go about purchasing them if you think it’s right for you.
Inflation is here, and so are government bonds that are popular again. I’m talking specifically about I Bonds. We’ve recorded a quick video to go over what I Bonds are, how they may impact your situation, what you need to know, as well as how you can go about purchasing them if you think it’s right for you.
Estate planning involves creating a strategy for how your assets will be handled when you’re no longer able to handle them. Listen to Josh discuss the importance of wills, trusts and beneficiaries in creating an estate plan.
It’s important to remember that we have been in similar circumstances before; we will be there again; and in between, we will experience more periods of economic and investment prosperity.
By getting a clear picture of your finances and creating a plan that takes worst-case scenarios into account, you can feel confident about retirement even in a recession.
Fear of retiring is a very real thing that we see in our office all of the time. We reference “The 3 Pillars” which are Income Planning, Asset Allocation and Tax Planning to help you feel prepared for this next phase of your life. Listen to Josh discuss these 3 important topics in the video below.
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