APPRECIATING SENSE™ BLOG | BY MINK WEALTH
The Importance of Market Valuations
Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the same. As such, investors need to take current stock market valuations into account as they make financial plans and allocate assets.
read moreA Wide-Ranging, Quick Reference Tax Guide for 2019
Wondering how the 2017 tax reform bill will affect you in 2019? Passed by Congress and signed into law by President Trump on December 22, 2017, the “Tax Cuts and Jobs Act of 2017 (TCJA)” may have major implications for your 2018 tax returns
read moreHow Managing Your Wealth is Good for Your Health
When you think of wealth, what is the first thing that comes to mind? Most people would provide an answer that generally falls under the umbrella of financial assets. But in the words of the ancient Roman poet Virgil, “The greatest wealth is health.”
read moreFinancial Options for Aging Parents
I’m sure we all wish we could drink from the proverbial fountain of youth, but aging is a fact of life, and as long as that remains so, adult children will have to identify solutions that ensure the well-being of their parents.
read moreHow Vanguard’s Roadmap to Financial Security Can Help Achieve Goals
Are you confident you will achieve your future financial goals? Have you sat down with your financial advisor recently to align your financial plan with life changes?
read moreWhat a Mortgage Rate Spike Means for Buyers, Sellers and Investors [ULTIMATE GUIDE]
Some of you are old enough to remember the exorbitantly high mortgage rates of the eighties, when the average 30-year fixed rate mortgage peaked above 18%.
read moreBasics of Estate Planning
Do I need a will? What is a trust? To answer these questions and more, one must have at least a basic level understanding of estate planning. According to Investopedia, “Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
read moreFinancial Advisors in the Digital Age
Besides health and legal considerations, careful thought should also be given to one’s finances. The question is, “Should you take a do-it-yourself approach or hire a financial professional?” Well, only YOU can answer that question,
read moreHow an Economic Downturn Affects Your Investments
According to famed hedge-fund billionaire, Ray Dalio, the U.S. is probably two years away from its next economic downturn. Although Dalio acknowledges the positive impact of the Trump Administration’s tax cut-driven fiscal stimulus,
read moreHow to Mitigate Risks for Small Business Owners
Mitigating risk starts with creating a risk management plan. Small business owners encounter multiple risks as they seek to grow their business into a successful operation. Check out another online document from our library that walks readers through some of the risks they may face and how to overcome them.
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