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Archives for February 26, 2021

The Housing Market

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Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA.
In this segment we will cover:

Housing prices have moved up strongly over the past year and a half or so to fully recover (and then some) the lost ground from the 2008 housing crisis. The pandemic has created abrupt changes to the housing market dynamics – likely in ways we have only begun to understand. But rising interest rates and a haunting memory from that not-so-distant crash lurk in the shadows.

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Interest Rates

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Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA.
In this segment we will cover:

Interest rates collapsed during the pandemic. But they have been on the rise, moving up quickly after the Biden election in November. (Side point: the real action has been in real interest rates)

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Drawdown Protection

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Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA.
In this segment we will cover:
 
Drawdown refers to the decline in value from a prior high. Headlines are everywhere (and in many cases should be) with so many different investment classes seemingly on their way to the moon. For many permabears out there (investment strategists who sell doom and gloom), this also is a phrase they have recycled many times over the past decade.
 
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Retirement Savings Then Distribution

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Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA.
In this segment we will cover:

Investment skill and market results are the two dominant go-to factors for a successful journey from saving to and through retirement. But the luck of timing (the era in which you begin saving and then the era in which you begin dissaving) can be an even more important factor than those two.

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Considerations And Strategies For Long Term Relationships And Employment During The Covid Crisis

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Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®.

In this segment, we will cover: Staying connected with your family in person and on paper. You have come along way to develop relationships with friends and family. The Covid crisis has been best survived by those keeping in touch. The same is true when you leave a long-term employment position. Here are some considerations and strategies.

Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

How To Maximize Giving During The Pandemic

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Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®.

In this segment, we will cover: How To Maximize Giving During A Pandemic – You may find yourself in unchartered waters or others in a similar situation. It could be your church, favorite charity, your neighbor, or your children. You need to consider things about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax from 1040. We will discuss a few key considerations on Consider This Program. Join us!

Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

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