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Posts by Planning Alternatives

Filed under: General

Investment Commentary – 3Q 2019

PERFORMANCE Different quarter, similar story: U.S. stocks and bonds both moved higher in the third quarter. Major ...

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10.28.19 | Planning Alternatives

Filed under: Education and Insights

The Secure Act and what it could mean for you

You may have heard some recent buzz on a new retirement bill. On May 23, 2019, The House of Repres...

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08.07.19 | Planning Alternatives

Filed under: Education and Insights

What to do After the Death of a Loved One

The “D” Word No one wants to think about — and even more so talk about — the “D” word…de...

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05.16.19 | Planning Alternatives

Filed under: Education and Insights

Caring for Your Aging Parents

We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 a...

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01.01.19 | Planning Alternatives

Filed under: Thoughts on Money

‘Tis the Season for Giving

This time of year is often referred to as the giving season and for the right reason: Americans tend to give more in t...

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11.15.18 | Planning Alternatives

Filed under: Education and Insights

Yes, You Can Retire Early!

by Brent Bell, CFP®, MS Yes, You Can Retire Early! Yes, You Can Access Your Retirement Plan Assets! No, You Don’t Ha...

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06.26.18 | Planning Alternatives

Tagged with:#Retirement

Filed under: Education and Insights

Social Security – How do I optimize my benefit?

by Patrick Hannon, CFP® Filing for Social Security benefits may be one of the most important finan...

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06.08.18 | Planning Alternatives

Tagged with:#Social Security

Filed under: Investing

Market Insight: Trade, Tweets and Turbulence

Financial markets in the first few months of 2018 have already demonstrated more volatility than duri...

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06.01.18 | Planning Alternatives

Tagged with:#global #investing #Stock Market

Filed under: Education and Insights

Year-End Tax Planning Opportunities

Did you know that according to the Tax Foundation, the average American pays more in taxes than for food, cl...

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11.20.17 | Planning Alternatives

Tagged with:#Financial Planning #Taxes

Filed under: Education and Insights

College Planning Q & A

While we may not be mentally prepared to think about it, back-to-school planning is right around the corner!...

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07.13.17 | Planning Alternatives

Filed under: Education and Insights

Is FREXIT Around the Corner?

After the United Kingdom voted last year to leave the European Union, each subsequent European political event has received...

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04.28.17 | Planning Alternatives

Filed under: Education and Insights

The importance of family meetings

A tale of two families: Family #1: A widowed mother had three adult children. The mother worked with her financial ad...

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04.28.17 | Planning Alternatives

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