I’m sure that you are dealing with ongoing uncertainty due to the global impact of the COVID-19 Coronavirus. Whether you’re concerned about your health, your employment, your loved ones, your retirement, or all of the above, it can be hard to take in all the news that’s out there while remaining calm and focused. If …
Does Social Security ever contact you by phone?
I’m hearing more about telephone scams where the scammer is pretending to be a government employee. Scammers will try to scare and trick people into giving them their personal information and money. The scammers may threaten victims or their families and may demand immediate payment to avoid arrest or other legal action. What should I …
Three ways a presidential election affects investments
Regular readers of this space know that the economic experts I trust are confident that we are on the cusp of a recession. The coming recession is a real challenge to your financial goals over the next 12 months. A recession is negative Gross Domestic Product (GDP) growth for two quarters or more. You may …
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What happens if my financial advisor dies?
I was talking with a client recently and was reminded of how important a business succession plan can be. My client called to talk to her trusted personal banker at the local bank. She was told that he had retired. She was directed to a replacement banker and she left a voice mail. A week …
Three tips to reach your financial goals
We are about three weeks into 2020. If you are like most Americans, you may have already given up on your New Year’s resolutions. About 40 percent of Americans set a resolution and about 60 percent of them fail within six months, according to University of Scranton psychology professor, John C. Norcross. Maybe this is …
Three ways to protect yourself against a recession
We’ve been hearing conflicting reports about whether a recession is looming. A recent survey of 500 Americans shows many are worried about a recession and plan to adjust. If you’re in that category—or even if you’re not—now is a good time to take action to protect yourself in case of a recession. Almost four in …
