What is Disability Insurance and Long Term Care Insurance?
Why are each important?
What are factors to weigh in determining what is right for you?
Baer Facts Friday - July 24
--The latest stimulus bill proposal in Congress
--How much risk to take if you're "set" financially
--Consolidate and simplify
Baer Facts Friday - July 17
Being prepared - 5 things you can do now
Making decisions for your future self
Easier taxes in 2021
Investments - Part 3
Baer Facts Friday - July 10
A look at unemployment - then and now
Stock pickers can't be choosers
Put off 'til tomorrow what you can do today?
Market Review - Q2 2020
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun.
From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be tempted to abandon equities and go to cash because of perceptions of recessions and their impact. But across the two years that follow a recession’s onset, equities have a history of positive performance.
Recessions understandably trigger worries over how markets might perform. But history can be a comfort for investors wondering whether now may be the time to move out of stocks.
Baer Facts Friday - June 26
-RMD Reversal
-Shiny objects
-Don't forget your pets!
Recent Q&A
Sitting on cash. All-time market highs. Upcoming election. COVID-19.
What’s an investor to do?
Baer Facts Friday - June 19
The cost of future earnings.
Safety - a number or a feeling?
Happy Father's Day!
Baer Facts Friday - June 12
Favorable updates to PPP
Tune-up time: lifestyle, time and financial matters
What does your workday look like?
Insurance Fundamentals
Insurance Fundamentals - 1) what are types of risk and how do we think about risk, 2) life insurance - term vs permanent, 3) how much is appropriate?
Baer Facts Friday - June 6
The economy is not the market.
Decision-making and trade-offs.
Living better at 70, 80 and beyond!
Baer Facts Friday - May 29
Space X and innovation.
Instead of trusting headlines for investing, here's what you should do.
Investments Part 2
Building off of Part 1, we explore what it means to talk about "the market" and talk about some concepts of how you should think about investing.
Baer Facts Friday - May 22
Good news on the vaccine development.
Don't rely on headlines.
The meaning of Memorial Day.
Baer Facts Friday - May 15
Warren's love lost for the airlines.
Money isn't everything, but what is?
Celebrating graduates.
Personal Financial Statements
Do you know what you have and where it is? These are some of the first questions to tackle when getting your financial life organized. You can use this to then create your own Personal Financial Statements like a Balance Sheet (showing your net worth) and Income Statement (or budget). It doesn't have to be complicated to be useful!
Baer Facts Friday - May 8
We're starting to re-open
Days vs Years
Happy Mother's Day
Baer Facts Friday - May 1
Kenny was quoted in a recent article about investing during pandemics.
Mark talks about different forms of currency.
Lisa shows us the importance of spending time with family.
Tax-Deferred Savings
Advanced Planning can include several different areas and topics with numerous options for strategies or action. One topic involves saving money and saving taxes in the most efficient way. In this webinar, we review some tax-deferred savings opportunities via qualified retirement plans. We also explore the benefits of tax-deferred savings vs after-tax savings.
Be sure to check out other webinars on The Baer Facts webpage.