by Robert Sechrist | Sep 18, 2023 | retirement
Lists of retirement advice for the year to come generally all sound the same—but that’s not the case this year. The 2023 retirement outlook includes a host of obstacles, such as high inflation and rising interest rates. These trends have created an uncertain...
by Robert Sechrist | Sep 11, 2023 | estate
Estate planning isn’t just for the rich and famous. When James Brown died in 2006, his will left most of his estimated $100 million estate in a charitable trust that would fund scholarships for disadvantaged children. But because the estate became mired in...
by Robert Sechrist | Aug 28, 2023 | Investments
Effective financial planning includes insurance planning, a critical component that many, especially women, in my experience, tend to overlook. It is an important strategy for safeguarding your assets and loved ones against potential risks. Two insurance policies that...
by Robert Sechrist | Aug 21, 2023 | Uncategorized
The stock market has been on a tear for much of the past decade, with annualized returns of about 12 percent through the end of July 2023. At the same time, interest rates have hovered near record lows over the past 10 years, which may have caused stock allocations to...
by Robert Sechrist | Aug 14, 2023 | financial planning
A financial plan is a roadmap that helps you achieve your goals. Financial planning can be done on your own or with a professional. A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to...
