Here are some things you might want to do before saying goodbye to 2018.
Provided by Lynn K. Berry
What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins. Continue Reading…
Keep Your Life Insurance When You Retire
Some good reasons to retain it.
Provided by Lynn K. Berry
Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed.
If you are thinking about dropping your coverage for either or both of those reasons, Continue Reading…
Why the U.S. Might Be Less Affected by a Trade War
Why the U.S. Might Be Less Affected by a Trade War
The nature of our economy could help it withstand the disruption.
Provided by Lynn K. Berry
A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on global growth (and stock markets). Continue Reading…
Charitable Gifting
Have You Considered Charitable Gifting?
Could it make the world a better place? Could it make sense, financially?
Provided by Lynn K. Berry
A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages.
Charitable Remainder Trusts (CRTs). Continue Reading…
Monthly Economic Newsletter: September 2018
In this month’s recap: stocks make history, consumer confidence rises, the housing market’s summer slump continues, and a new trade pact might replace NAFTA.
Monthly Economic Update
Presented by your Keystone Financial Team, September 2018
THE MONTH IN BRIEF
Wall Street had much to celebrate in August. The S&P 500 and Nasdaq Composite both reached historic heights, Continue Reading…
