by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management What is your largest concern about retirement? According to the Wall Street Journal, the number one fear/concern of a retiree is outliving his or her money (the second is requiring Long Term Care due to chronic illness). I have to admit, I understand both […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management Markets crashed from October of 2007 to March of 2009. Since then, it has been a great ride to record highs. The Dow has skyrocketed and the S&P 500 recently crossed 3,000. The big question is, how long can this thrill ride last? Bull […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management The dream has shifted. It used to be a house, a picket fence, a new car, two healthy kids, job security, and maybe a family trip once or twice per year. Today, younger people are not as interested in buying homes, and they’re starting […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management When you pass, who will inherit your assets? Will your assets be distributed via the probate process? (And will information about your estate therefore become public record?) What if someone should challenge your Last Will and Testament? Will the probate of your assets be […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management Work harder. Work smarter. Give it your all. Think outside the box. Be original. Never give up. Have you ever received any such advice? While most people have, and each piece is worth consideration, there are other, less frequently discussed paths of least resistance […]
by Jac M. Arbour CFP®, ChFC®, President J.M. Arbour Wealth Management Many people who earn a paycheck have never been paid. Sounds a little crazy, right? When you hold your paycheck in your hand or view your electronic deposit, I’d like you to consider that the amount you see doesn’t represent what you actually earned. […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management The markets are volatile, interest rates are rising, both stocks and bonds were down in 2018, and an unprecedented 93% of asset classes experienced a loss. There was seemingly nowhere to turn to make a few bucks in 2018, and it’s no wonder that […]
by Jac M. Arbour CFP®, ChFC® President, J.M. Arbour Wealth Management We don’t talk about money in this house! As a kid, did you ever hear your parents say that? In many homes across America, it was once a very common response when the topic of money was brought up. How many classes did you […]
by Jac M. Arbour CFP, ChFC President, J.M. Arbour Wealth Management In this month’s column, I don’t want to discuss money, investment advice, or financial planning. Instead, I want to talk about the two most important days in a person’s life. What are these two days? According to Lou Holtz, former coach of Notre Dame […]