by Asset Strategy | Jun 26, 2023 | Financial Planning, Financial Wellness, Retirement Planning
As life expectancies increase and the concept of retirement evolves, it is essential to prepare for a potentially longer and more dynamic period of life after leaving the workforce. Retirement planning has evolved beyond merely saving for a short period of leisure; it...
by Asset Strategy | May 1, 2023 | Financial Wellness
With all the recent bank closures, many people (retirees especially) are worried about their savings. Is your money safe? How does a bank store money? It will be useful to explain how your bank stores your money first. When you put money into your bank, they don’t...
by Asset Strategy | Feb 15, 2023 | Financial Wellness, Forbes
Wellness is a concept that has found its way into more and more corners of American life. At its heart, wellness is about adopting practices—like exercising more and eating healthy—that help you live a better life. These practices can also help you improve your...
by Asset Strategy | Oct 26, 2022 | Financial Wellness, Forbes, Investing
Forbes Are you tired of losing money on your investments and seeing the interest rates on your debt increase? When it comes to rising interest rates, there is one bright spot: higher interest rates on your cash. Here are the pros and cons of some ways you can take...
by Asset Strategy | Aug 17, 2022 | Financial Wellness, The New York Times
The New York Times For Ellie Alvarado, a teacher and mother of three in Elgin, Ill., figuring out how to pay the bills has become a source of anxiety and tension, especially when she and her husband argue over how to cut back. “When I say, ‘OK we cannot buy anything...
by Asset Strategy | Jul 27, 2022 | Financial Planning, Financial Wellness, Forbes
Forbes Volatility is in the air. After a long period of very stable and seemingly predictable markets, the pandemic and its economic aftermath have produced significant swings. As a financial coach, I have the privilege of getting real-time feedback on how market news...
