CATEGORY
In the recent election, California’s Proposition 19 was passed. The new law, which takes effect on February 16 of next year, changes property taxation on primary residences and other residential properties owned by families. Current law states that when a primary residence is transferred to a child or grandchild, the property maintains its value for …
As humans, our instincts propel us to pile into things when they are going great and run from them when they are not. This is the exact opposite of what should be done when you are investing for retirement income. Yet, we see the same misguided behavior over and over again… A small piece of …
Team Mindful Money discusses the slowdown of market improvements, unemployment claims, current budget deficit, pending stimulus, possible double-dip recession and spike in new business starts — as well as the lessons learned by 2020 financial predictions. ► Bloomberg 2020 Predictions Article: https://www.bloomberg.com/graphics/2020-investment-outlooks/
...Inflation is a reality in all economies, and it generally occurs for one of two reasons. These are known as “cost-push,” or “demand-pull.” Good businesses and companies that want to retain their employees have to insulate them, to some degree, against the falling value of a dollar. This is often referred to as a cost-of-living-adjustment …
This year has forced many to think about retiring early. Perhaps the thought has crossed your mind? When it comes to retiring early, some of the benefits are obvious! You get to live your life without the constraints of work, and you are able to pursue your own interests. There are good reasons for retiring …
Team Mindful Money discusses societal trends and high-frequency economic data in light of the 2020 election, vaccine availability, and Regional Comprehensive Economic Partnership (RCEP) trade deal, and the potential impacts on our economy and investments.
...What do you think of when you hear the words financial advice? Many people imagine a salesperson who pushes products and only cares about padding his or her own pocket. In fact, many people shy away from working with financial advisors, assuming advisors are only out to make a commission. But this is a major …
Laurie’s direct honesty and vulnerability about her own money story is refreshing. If we could all start with a little honesty with ourselves, we would be better off both individually AND collectively. Thanks Laurie. ABOUT THE EPISODE: From Laurie Ruettimann: I’ve got a book coming out in January and there’s a chapter in there all …
Thanks Adam. It was great to be on the show. Given your own industry history, I am happy that you approve of our education mission because you know as well as anyone that Mission Matters. SUMMARY Financial planning is not about money and the real benefits of financial planning are not financial. At its best, …
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