Financial Living Blog

Protect Loved Ones by Updating Your Estate Plan

May 6, 2020 10:15:20 AM

If there is one silver lining of a crisis, it is the reorienting effect that reminds us of what matters most in life – our loved ones and our health. A crisis can also serve as a reminder of what we should do to protect them.

Read More

Making the Best of a Forced Retirement

Apr 27, 2020 9:35:22 AM

For many of us, the hope is to glide into retirement sometime in our early to mid-60s. After 40-plus years of hard work, it’s time to enjoy the fruits of our labor – on our own terms. Except when things outside of our control derail those well-laid plans. Instead of a gradual transition, we get a forced retirement.

Read More

Terra Hohf: Named to Forbes Top Women Wealth Advisor List

Apr 23, 2020 12:15:30 PM

Earlier this week, I received some exciting news. Forbes magazine reached out to tell me that I have earned a spot on their 2020 Top Women Advisors list.

Read More

Investing by the Numbers: Are You on Course?

Apr 17, 2020 2:19:07 PM

When put in a stressful situation, it’s easy to resort to our instincts and emotions. Which can be both good and bad. Courage and patience help; fear and hastiness hurt. But what is often most effective is direct, objective information to guide us forward. This is true in all critical situations, whether it’s investing or flying a plane.

Read More

Wash Your Hands of COVID-19 Scammers

Apr 8, 2020 2:57:02 PM

Where most of us see this as a time for self-sacrificing unity, others see it as a time for financial opportunity. While people around the world are staying at home to counter the coronavirus (COVID-19) pandemic, fraudsters are staying busy preying on people’s fears.

Read More

One Finance Lesson for AT&T Employees from Coronavirus

Apr 8, 2020 12:03:07 PM

As we all work to stay safe, one additional thing likely on the minds of many AT&T employees right now is the health of their 401(k)s. One potential factor in how yours is holding up right now is how much AT&T stock you own.

Read More

Retiring in a Bear Market

Apr 6, 2020 7:05:52 AM

There’s no need to mince words. It is a nightmare scenario for anyone nearing retirement. You diligently save and invest over a long career only to find yourself potentially retiring in a bear market.

Read More

Managing Your TSP During Market Volatility

Apr 1, 2020 11:59:24 AM

In the past month, the stock market dropped into bear market territory. During that time, the Dow Jones Industrial Index suffered its largest single-day drop ever, but also its largest one-day gain since 1933. Needless to say, as the world works to contain the coronavirus and faces the likelihood of an economic recession, the market has become highly volatile.

Read More

Questions to Ask Yourself Now

Mar 30, 2020 8:29:51 AM

In times of uncertainty, intuition tells you to take action. While doing something, anything, may make you temporarily feel better, it’s purposeful actions that will make a difference. To find out what moves could improve your situation, it helps to ask some pointed and unemotional questions – especially when it comes to your financial life.

Read More

How Much Investment Risk Should You Take?

Mar 23, 2020 3:10:23 PM

If you feel uncomfortable about fluctuations in the stock market, does that mean it’s time to rethink your investment risk tolerance?

Read More
    
Take our 10 step dream questionnaire to get a start on your future

Subscribe to Email Updates