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How The Russia-Ukraine Conflict Could Affect Americans

When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper price if it did not cease its aggression. In the early days of the conflict, European banks braced for the fallout. However, U.S. bank executives …

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What We Worry About

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement. However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive interdependence (meaning they …

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Market Jitters

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical concerns — combined to put the stock market into a tailspin. If there is one reminder that might provide investors comfort, it’s that none of …

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Is Your Estate Plan Up to Date?

Written by Erik Schuster CFP®, Financial Planner –  After all the effort placed into your retirement and investment plan, do you want to leave it to chance that your ultimate wishes are carried through? As they should, many families will focus all their financial planning efforts towards retirement planning. While this is one of the …

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