by Justin Knapp | Jan 19, 2024 | Uncategorized
Our quarterly investment insights newsletter gives a forward looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 1Q2024 (click here)…
by Justin Knapp | Dec 18, 2023 | Uncategorized
It’s hard to overstate how challenging it is to generate retirement income: We need our money to last at least as long as we do, and yet we don’t know how financial markets will perform, what the inflation rate will be, whether we’ll get hit with hefty...
by Justin Knapp | Dec 18, 2023 | Uncategorized
High cost and limited choices, but insurance that can make the difference as you age. When you imagine your retirement journey, you likely picture trips to the beach, leisurely days with the grandkids and lots of time for hobbies. A lengthy stay in a nursing home...
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...
