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Preparing for 2017
1) Thanksgiving Thoughts
I love this time of year, and like most Americans, I have incalculable reasons to be thankful this holiday season. I think it’s important to remember that, as often we take for granted all the bounty we enjoy in this country. As for the markets, the Trump rally continues, and that’s sent the major indices to new, all-time highs. In today’s leadoff segment, we look at a host of other observations to be made about this market, many of which are extremely encouraging for investors. Plus, why bonds have made such a huge move to the downside.
2) Preparing for 2017—Financial Planning
The new year is just around the corner, and that means now is the time to start getting your financial plan in order. I know that for many, financial planning is a task that’s worse than a root canal… but it doesn’t have to be. In today’s second segment, I talk about preparing for 2017 via financial planning, and it all starts with your “personal balance sheet.”
3) Preparing for 2017—Estate Planning
Do you want to make sure the people you love most are taken care of after you’re gone? Of course, we all do, but doing so can be difficult if you don’t know where to start. In today’s final segment, I tell you about what is perhaps the most-important part of your estate plan… getting your paperwork in good order. Plus, why Thanksgiving dinner serves as a great reminder to us all about the need to prepare in 2017.
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By Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds1) Thanksgiving Thoughts
I love this time of year, and like most Americans, I have incalculable reasons to be thankful this holiday season. I think it’s important to remember that, as often we take for granted all the bounty we enjoy in this country. As for the markets, the Trump rally continues, and that’s sent the major indices to new, all-time highs. In today’s leadoff segment, we look at a host of other observations to be made about this market, many of which are extremely encouraging for investors. Plus, why bonds have made such a huge move to the downside.
2) Preparing for 2017—Financial Planning
The new year is just around the corner, and that means now is the time to start getting your financial plan in order. I know that for many, financial planning is a task that’s worse than a root canal… but it doesn’t have to be. In today’s second segment, I talk about preparing for 2017 via financial planning, and it all starts with your “personal balance sheet.”
3) Preparing for 2017—Estate Planning
Do you want to make sure the people you love most are taken care of after you’re gone? Of course, we all do, but doing so can be difficult if you don’t know where to start. In today’s final segment, I tell you about what is perhaps the most-important part of your estate plan… getting your paperwork in good order. Plus, why Thanksgiving dinner serves as a great reminder to us all about the need to prepare in 2017.