Avoiding Retirement Woes
Submitted by Loran Graham Co. on August 29th, 2019
How to Avoid Retirement Woes
August 2019
Finance Home Costs
Submitted by Loran Graham Co. on August 27th, 2019
There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home makes you feel like a true grown-up.
Video: 3 Money Management Principles for Children
Submitted by Loran Graham Co. on August 21st, 2019*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.
Top 15 Money Management Tips
Submitted by Loran Graham Co. on August 20th, 2019
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.
However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help:
Have a Long Term goal? Financial Planning can Help You get you there
Submitted by Loran Graham Co. on August 15th, 2019
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.
Keeping it in the Family by Protecting Your Estate
Submitted by Loran Graham Co. on August 13th, 2019
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a few short years, but in some cases this is exactly what happens. Here are some of the top risks to an estate and some easy ways to manage those risks.
Retirement Income Planning Requires Realistic Spending Assumptions
Submitted by Loran Graham Co. on August 8th, 2019
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.
Long Term Care as Part of Your Multi-Generational Plan
Submitted by Loran Graham Co. on August 6th, 2019
For anyone who has dealt with an aging parent or grandparent, the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per year depending on the quality of care.
AICPA Highlights 6 Recent Personal Finance Trends
Submitted by Loran Graham Co. on August 1st, 2019
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.
Here are the troubling trends, as well as some tips on how to avoid them:
