by Steve Scott | Mar 22, 2019 | Estate Planning, Retirement
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million households, this substantial financial legacy carries with it the hopes the assets will be used in a manner that reflects the...
by Steve Scott | Aug 14, 2018 | Financial Planning, Retirement
You, and your hard-earned money, have finally made it over the finish line and into the retirement you so richly deserve. Why then would you risk losing anything if your wallet or purse goes missing, or worse, is stolen? With every new receipt or bank slip that bulges...
by Steve Scott | Jun 22, 2018 | Economy, Investing, Markets
This year, we have seen several days where stocks “sell off.” The losses in value are tough for most long-term, buy-and-hold investors to stomach. However, they are an entirely natural and necessary byproduct of a properly functioning marketplace. It all goes back to...
by Steve Scott | Jul 25, 2017 | Financial Planning, Investing
People love quotes from celebrities. Sometimes those quotes are brilliant and sometimes they are amusing. And sometimes they are neither… Here is a small collection of some of the best sayings by politicians, entertainers, and philosophers on the subject of money....
by Steve Scott | Jan 11, 2017 | Economy, Investing, Markets
If you’ve heard the Fed is raising interest rates but aren’t exactly sure how this may affect your investments, you’re not alone. The last substantial rate hikes were in 2006 and, as a result, investors are accustomed to artificially low interest rates. The Fed has...
