Macro Overview A proposed tariff increase on goods imported from China was delayed from October 1st to October 15th. Tariffs on a number of Chinese goods are scheduled to increase to 30 percent from 25 percent effective on the 15th. U.S. equity markets marked their best third quarter since 1997, …
Are You Covered By These 4 Key Insurance Policies?
By Greg Hart, CFP® First things first: I do not sell, nor am I licensed to sell, insurance. However, I do perform insurance reviews for my clients as part of their financial planning. We review several different scenarios of what a client’s financial picture will look like if an unexpected …
Newsletter: September 2019
Macro Overview A 15% tariff was imposed on roughly 40% of consumer products imported from China effective September 1st, affecting over $100 billion worth of annual imports. An additional slew of products from China is scheduled to be assessed a 15% tariff on December 15th, applicable to nearly …
The Easy Way To Get Started On Your Estate Plan
By Greg Hart, CFP® When something seems overly complicated, it’s all too easy to put it off, promising yourself that you will take care of it in the future. Nowhere is this more true than in estate planning. Most Americans agree that it’s important to have their affairs in order, with 52% saying …
$1 Million Isn’t What It Used To Be
By Greg Hart, CFP® In times past, a $1 million nest egg was a gold standard of success. A million in your savings essentially guaranteed the retirement of your dreams. Unfortunately, we are no longer living in those times. Nowadays, instead of $1 million providing an abundant provision for …