In This Issue:
- Key Retirement and Tax Numbers
- Hybrid Funds, Lifestyle or Target?
- What Happened to Your Money?
In This Issue:
Presented by Doug Kuring, March 22, 2019
We believe your personal safety online is of the highest importance. That’s why we are writing to share some important tips on making sure your passwords are strong enough to keep your data as safe as possible.
From George Koeltl, CFP®, March 15, 2019
More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive.
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.
But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.
If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.
If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.
The Groundhog and Promises of Spring
Groundhog Day is always celebrated on February 2. I don’t know why, but one reason is that the date is the mid-point between the Winter Solstice (December 21) and the Spring Equinox (March 21).