Today we are witnessing two things going in the opposite direction - the stock market and the changing tax laws. We know you’d like us to talk about both of them more frequently, but there’s many good reasons why that’s difficult to do.
By the time I’m finished writing this email, for example, the stock market will have changed. Also, compliance keeps our industry “in check” so that we don’t give misinformation or give any indication of being promissory.
As far as the changing tax laws, the key word here is “changing” and the ripple effect has just started.
These are two very large elephants that are in the room. We are hoping to give you tools to navigate the game and put you in the offensive position knowing full well that both can change our situations in the blink of an eye.
Few people plan on being alone in life. Your future is imagined with someone next to you, fulfilling everything you planned TOGETHER. But then life happens, and you lose half of the dream. In this show, we want to talk about that reality. “Money can be a source of stress for couples to discuss, or one spouse isn’t interested, or simply busy couples divide and conquer. Either way, the surviving spouse is at a huge disadvantage when left out of the day-to-day money management.” (Kiplinger)
Regardless of where you land on the spectrum of loss, the struggle is real and it doesn’t disappear. “Friends and relatives alike must understand that being a widow is not like having a cold from which you will recover. Rather, being a widow is like having a chronic disease – you may be in remission for a period of time, but you will have flare-ups.” (Nasdaq)
We are aware of this reality and hope to give you some fresh financial perspective to move you forward.