Personal Finance

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

November 6, 2020

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

  • WHAT PANDEMIC CHANGES CAN YOU APPLY TO YOUR LIFESTYLE?
  • WHICH ACTIVITIES REALLY MATTERED, WHICH DIDN’T?
  • WHICH EXPENDITURES WERE CRITICAL, WHICH WERE SECONDARY?

Watch the related WEALTHTRACK episode.

ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO

October 23, 2020

ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO

  • Interest rates at historic lows
  • Federal Reserve intends to keep rates low for the foreseeable future

POSSIBLE ALTERNATIVE INCOME SOURCES:

  • Immediate and deferred income annuities
  • Structured notes
  • Dividend-paying stocks
  • Maximizing social security benefits

Watch the related WEALTHTRACK episode.

REASSESS YOUR EXPENSES

May 15, 2020

REASSESS YOUR EXPENSES

  • COVID-19 a wakeup call
  • Doing without many activities
  • Many former luxuries, not necessities

Watch the related WEALTHTRACK episode.

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

January 10, 2020

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

  • U.S. market has outperformed foreign markets over the last decade
  • Trim some U.S. holdings and add to some overseas markets
  • Consider markets you are underexposed to and/or are unpopular

Watch the related WEALTHTRACK episode.

February 23, 2019
NORLEY: PLANNED PHILANTHROPY

  • Make charitable giving part of your financial plan
  • Americans give away hundreds of billions a year
  • Need to plan for it financially

USNIK: VALUABLE ADVICE

  • CEOs and philanthropists should create a sounding board of millennials
  • Get their views on issues that matter to you
  • Millennials are the employees, customers and investors of the future

Watch the related WEALTHTRACK episode.

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