by Fehrman | Mar 30, 2022 | Financial Goals, Financial Literacy, Financial Planning, Personal Planning
Step 1: Savings & Cash 1. The first step in building financial security revolves around planning/budgeting and cash. 2. Spend less than you earn. 3. Prioritize your spending: a) Absolute necessities, such as food/water, utilities, housing, paying off...
by Fehrman | Mar 24, 2022 | Estate Planning, Financial Planning, Investing Women, Long Term Care, Personal Planning, Retirement
Since March is National Women’s History Month, we wanted to bring some attention to the unique considerations in financial planning for women. It is important to understand how these challenges many impact you, or the women in your life you care about. While every...
by Fehrman | Feb 2, 2022 | Markets and Investing
Over the last 2 years, a common theme of the markets has been volatility. So far, the start of 2022 has continued that theme. While it is not a fun topic to discuss, it is important to understand volatility and the role it plays in a portfolio. In its most basic form,...
by Fehrman | Jul 1, 2021 | Social Security
Retirement and Longevity Explore some of the ways that in-the-know retirees make the most of their benefits. In any financially independent retirement, Social Security is bound to be a dominant factor. Not many reliable sources of income bring as much to the table in...
by Fehrman | Mar 3, 2021 | Retirement
Making good financial decisions can get harder as you grow older. Have you ever gone grocery shopping and left with everything except the one item that made you go in the first place? Did you ever frantically search for your reading glasses, only to find them atop...
