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Ponte Vedra Financial Planner | Weekly Economic Update  – May 15, 2017

WEEKLY TIP Your retirement may last 20 years or longer. So, while you might want to invest more conservatively with age, you may not want to abandon equity investments that give you the potential to grow your savings at a rate faster than inflation. A SOLID RETAIL...

Ponte Vedra Financial Planner | Weekly Economic Update  – May 30, 2017

WEEKLY TIP Some of the financial choices you make in the years just before and after your retirement may be unalterable. In recognition of that, an objective review of your retirement plan is a must as you approach your sixties. CONSUMER SENTIMENT DECLINES JUST A BIT...

Ponte Vedra Financial Planner | Weekly Economic Update  – May 2, 2017

WEEKLY TIP Young adults who receive sudden wealth should realize the threats that could end up eroding it: their inexperience handling such large sums of money, their possibly inadequate financial literacy, and the pressure to overspend in our culture. For these...

Ponte Vedra Financial Planner | Weekly Economic Update  – April 10, 2017

WEEKLY TIP Anyone who wants to avoid or lower probate costs and simplify distribution of their assets after their death would be wise to consider a revocable living trust. These trusts can be modified during the grantor’s lifetime. COMPANIES ADDED FEWER WORKERS IN...

Ponte Vedra Financial Planner | Weekly Economic Update  – April 4, 2017

WEEKLY TIP When financing a new car purchase, try applying for a loan before you shop for a vehicle. Preapproval gives you negotiating strength – you can challenge the dealership to beat the financing you have already lined up. PERSONAL SPENDING SLOWS Consumers...
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