There are many ways to plan for the need for elder care and many ways to obtain that care. It's best if you start planning as soon as possible so you can build a solid nest egg you can rely on over time. The worst time to consider how you're going to obtain and pay for elder care is the day that you discover that you need it.
Are you ignoring your future retirement needs? That tends to happen when you are younger, retirement is far in the future, and you believe you have plenty of time to save for it.
Every individual in the workforce has thought about retirement at one point in time or another. Depending on how advanced you are in your career, preparing for retirement might be at the forefront of your mind now more than ever. But how often does one consider the emotional side of this critical next stage in life? While this process can feel daunting at times, talking to an advisor can help.
An investment process with the flexibility to rebalance continuously through time can maintain asset class exposures more consistently (potentially capturing premiums more reliably) and potentially avoid unnecessary costs.
Squire Wealth Advisors 10-minute take on what happened in the markets in the second quarter of 2023.
The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. Those with diversified portfolios of equities and fixed income were in a good position to benefit from both assets’ advances at the year’s midway point, a welcome turn from last year’s broad declines.