by Justin Knapp | Nov 21, 2023 | Uncategorized
After their deaths, ‘The Big Clean’ stirred up much emotion and a desire for minimalism After my parents’ deaths, my sisters and I were left with 46 years of belongings to sift through in our childhood home. This wasn’t a case of hoarding...
by Justin Knapp | Nov 21, 2023 | Uncategorized
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes. Retirement is about so much more than money. If wealth were enough, affluent people would have no issues...
by Justin Knapp | Nov 2, 2023 | Uncategorized
My dad lived to be age 92 and my mom is going strong at 95. I was involved with my father’s care as he struggled with dementia, and I continue to assist my mother, who still lives independently. Helping an elderly family member? Here are 16 important lessons that I’ve...
by Justin Knapp | Oct 25, 2023 | Uncategorized
3Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 3Q2023 IWM Market Analysis (click here)…
by Justin Knapp | Oct 17, 2023 | Uncategorized
This IWM Newsletter provides a forward looking perspective. 4Q2023 IWM Investment Insights Newsletter (click here)…
by Justin Knapp | Sep 27, 2023 | Uncategorized
5 strategies to help under spenders get over the hump of tapping their investments. My husband and I sold some appreciated stock in 2022, resulting in a much bigger-than-usual bill on tax day this year and several tight months for our household budget after that. Why...
