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Posts by Tim Stringer

Financial Planning in Higher Interest Rate Environments

Advisor Perspective

Over the last several years, interest rates have risen dramatically affecting both short and long-term rates. In recent months, the Federal Reserve has indicated their plan to reduce interest rates several times in 2024 and 2025, rather than continue the interest rate hikes of the last several years. Some people have forecast that this will…

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Caring for Aging Parents – How to Financially Prepare

Advisor Perspective

It is increasingly common for middle-aged individuals to provide some level of care for their aging parents. Whether a gradual or sudden decline in health, this can leave both the parent and the adult child unprepared for this new stage of life. Every situation will come with its own challenges, but certain financial steps can…

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A Year-End Guide to Employer Benefit Elections

Advisor Perspective

With year-end approaching, many will soon find themselves navigating the open enrollment window for employer-provided benefits. This often comes with a host of available options. Some choices can seem straightforward, while others can prove more difficult. Most commonly, we understand the broad choices to be made – Yes, I should enroll in a health insurance…

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