Aging Alone Can Work, If You Have a Support Plan
Presented by Mark K. Lund, Financial Advisor America has roughly 5 million people age 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about the downsides of being alone, such as loneliness and not having someone to rely on
Love Means Having an Estate Plan
Presented by Mark K. Lund, Utah Financial Advisor Shortly after Aretha Franklin died, it was revealed that she had not left a formal will. At the time of her death the 18-Grammy-winning Queen of Soul had an estimated worth of $80 million and a catalog of intellectual property which was sure to continue generating royalties.
How We Tend to Project Our Own Situation onto the Economy – Presented by Mark K. Lund, Utah Financial Advisor
You see one headline that says, “Inflation Finally Under Control,” followed by one that reads, “Banks Wary of Further Inflation.” A news outlet announces, “Unemployment Near Record Low.” Yet on the same day another says, “Tech Companies Eliminate Thousands of Jobs.” You might wonder, are we in good economic times or bad? What’s really going
Working Past Retirement Age Has Advantages, but Statistics Show You Can’t Count on It Happening
There are obvious advantages to working past the typical retirement age of 65. First, in many people’s minds, is money. Making an income and continuing to save while not drawing down your nest egg can have a big financial impact, especially if you’re trying to catch up. Second, if you enjoy your work, it can
The True Cost of Actively Managed Investments – Presented by Mark K. Lund, Financial Advisor in Utah
There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative costs and holding them for the long-term—versus those who believe in buying stocks that show signs they’re about to go up and selling stocks that
How Your Psychology Affects Your Investing – Presented by Mark K. Lund, Financial Advisor in Utah
On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be analyzed and decided on using math. But there’s another component to your investing that can have a significant impact on your results.
