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Financial Year in Review

By |2018-01-31T17:00:28+00:00January 31, 2018|Uncategorized|

Last year was a great year for market returns. Do you know where those returns happened.... and were you able to capture them?   This presentation is a review of last year's market moves and what's 'normal' for an expanding marketplace, including some of the major changes taking place that you may be unaware of. Hope you enjoy the presentation! - J'Neanne

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Episode #35: Mailbag: Age Gaps, Rental Property, Too Conservative

By |2018-01-25T17:02:26+00:00January 25, 2018|Podcast|

Answering your questions from the mailbag about selling rental property, planning for a couple when there’s an age gap, and conservative investing. Also, what should you do if one spouse has a ton saved for retirement, but the other spouse doesn’t? We’ll answer that question and more on this week’s “Your Financial Mission”.

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