Last year, Dennis and his wife, Jill, bought their first boat. It was a magical summer, with high heat starting in May and lasting through to September. Every free moment (including one staff party) was had on the water. This summer, however, seems to be holding on to spring one white knuckle at a time. We had a good run though, because the last cold summer I (Shea) remember was in 2009. If we were to take the temp on the current economic expansion, it too feels like it might be on its last legs (depending on who you talk to). From low interest rates, to price changes, Fed funds and bank profits, and yield inversions – the signs are all there. Or are they?
What are the opportunities for the current economy? If you plan on retiring in the next five years, how should you position your portfolio? Tune in for some great tips on how to evaluate the market for yourself and who to talk to in order to get your plan shipshape!
Maybe you didn’t notice it at first. After all, you live out of town and only visit your parents in the summer. But during your most recent visit, many things seemed amiss. Unpaid bills were piled up on the kitchen table. Items in the fridge were expired. In fact, your parents aren’t eating like they used to, if at all. And why, oh, why have they become so paranoid?
You make their doctor appointments and join them, but it’s time to find someone to help you long distance, because there’s only so much you can do. Who can act on their behalf? Pay the bills? Act as a trustee? Believe it or not, there is a local dynamic duo that can act as a conservator or guardian.
Today, we are interviewing Brenda Miller and Lisa Lundy from Fiduciary Services North, Inc. They’ve served the five-county area as senior advocates and personal representatives for more than 10 years, and have wisdom to share for those seeking an independent third party to manage financial, medical and legal logistics.