It's challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for example, how a powerful financial reality (compound interest) can help investors accumulate a lot of assets over time to reward their patience and perseverance. Here's how it works:
For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They must decide whether it is better to make some of those choices now or have their circumstances force lifestyle changes later in retirement. That's the dilemma faced by many people who have come to enjoy their way of life, but now realize that sacrifices will have to be made in order to maintain a similar quality of life in retirement.
Our last newsletter of 2022…where has this year gone!? The holidays season is here already. At Carruthers we have been decorating the tree, preparing for our Christmas party and giving back by sponsoring a family for the holidays.
As we look back on the past year, we are grateful to have been able to get out and meet people again and to have clients drop by our office. We have much to be grateful for as we look forward to the holiday season.
If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost everywhere.
We have put together a list to help you stay safe during your adventure.
The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.
As the end of the year quickly approaches and you become busy with friends, family, and the holidays, it is important to remember to review your financial plan and investment strategies to best prepare you for 2023!
Here is our end of year financial planning checklist:
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
