Jim Cash, Personalized Planning for Your Financial Future
It's important to know where you stand financially. Put our personalized planning approach to the test for you and your future.
It's more important to understand what your financial future could look like (or what might get in the way of success).
Great Insights about Inflation and the Fed
Fed Caught Between a Rock and a Tightrope The Federal Reserve currently faces a predicament that few of its predecessor committees have ever experienced.
There’s a ton of great info here! And, please let me know if you need a personalized financial checkup.
Transamerica Asset Management, Inc., CIO Tom Wald, CFA®, takes a deep dive into the markets and economy going into 2022 — and what it could all mean for your business and your clients. https://bit.ly/33vc5Yp
People are still struggling to replace the social part of office life — use these 4 tips to feel less lonely An upcoming book, "Connectable: How Leaders Can Move Teams From Isolated to All In," dives into the modern rise of workplace loneliness — and how to combat it.
In a recent Transamerica poll, 66% of respondents said if they were no longer able to care for themselves, they expected their child or spouse to step in. Learn more about the realities of caregiving here. https://www.transamerica.com/knowledge-place/what-everyone-should-know-about-caregiving
Prevent Blindness is dedicating this week of December 6-12 to raising awareness about Geographic Atrophy (GA). Know the signs and the risks.
Full press release: https://bit.ly/3Evaakr
Great article about logic and emotion in managing retirement assets. If you’re living this story, you can enjoy your “golden years” and not suffer in silence. Let’s connect and see if we can help.
He Spent a Career Building His Retirement Savings. Now He's Reluctant to Spend It Down. Living in Retirement: Our semi-retired columnist muses on why he's disinclined to begin spending down the savings he worked for three decades to build.
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Columbus, OH
43215
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