by Fehrman | Jun 9, 2022 | Money and Children
Talking to children about money Lesson 1: Tradeoffs During the month of June, we will be discussing the importance of talking to your children about money. While discussing the management of money is not every parent’s favorite topic, it is a crucial lesson for...
by Fehrman | Jun 9, 2022 | Market Update
Federal Reserve Policy: Currently, the main challenge of the Fed is lowering inflation without causing a hard landing. However, Raymond James’ base case is that the Fed will be successful in engineering a soft landing, fueled by strong job creation, a strong consumer,...
by Fehrman | May 9, 2022 | Retirement, Social Security
Throughout the month of May, we will be talking about Social Security, and debunking a few common myths about what its purpose is and how it works. The best place to start is by defining what Social Security actually is. Social Security is a federal program that...
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...
