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From Our Point of View

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Our 2021 Midyear Market Update

2020 was a major reality check. We cannot predict the future and we have little control over anything. Even things we have always taken for granted were called into question, such as school for our children and time with loved ones. Saying that we all entered 2021 with some trepidation would be an understatement. Would it bring more restrictions, more confusion, more volatility?

Nathan Shelton
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Do You Have A Long-Term Care Plan?

Do you live life by the book, or do you enjoy taking a risk here and there? No matter your preference, there are certain things you don’t want to gamble with, such as your retirement savings, your income, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without even realizing it, and that’s neglecting to make a long-term care plan. Since 70% of people will need some form of long-term care during their lifetimes, it’s critical to have a plan to pay for these costs.

Nathan Shelton
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10 Financial Steps To Take If Retirement Is Around The Corner

Do you have a retirement countdown set up yet? If you’re within 10 years of your retirement date, you’re probably spending a lot of your time and energy creating your bucket list and dreaming about what to do with all your time when you say goodbye to your colleagues. But before you pack up your office for good, be sure to tighten up all the loose ends in your retirement plan so you can leave your retirement party fully confident in your future.

Nathan Shelton