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Segelke Financial Group
segelkeWhen Alzheimer’s Disease Is Diagnosed 19 Aug 2019, 8:20 pm
Part of a series on how to care for your aging parents. Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s...Eight Mistakes That Can Upend Your Retirement 12 Aug 2019, 8:21 pm
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable,...A Retirement Fact Sheet 5 Aug 2019, 8:16 pm
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and...Getting a Head Start on College Savings 29 Jul 2019, 4:50 pm
The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child...8 Mistakes That Can Upend Your Retirement 22 Jul 2019, 4:49 pm
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable,...Put it in a Letter 15 Jul 2019, 4:48 pm
Express your wishes. Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not...Will You Avoid These Estate Planning Mistakes? 8 Jul 2019, 1:06 pm
Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and...Helping Your Parents Manage Financial Tasks 24 Jun 2019, 7:08 pm
How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing.By 2050, this...The Gift Tax 17 Jun 2019, 7:06 pm
Not all gifts are taxable. I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying...Trends in Charitable Giving 10 Jun 2019, 7:04 pm
The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017....Keep Calm, Stay Invested 3 Jun 2019, 2:40 pm
Expect volatility, but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will...Red Flags for Tax Auditors 31 May 2019, 2:35 pm
Here are six flags that could make your tax return prime for an I.R.S. audit. No one wants to see an Internal Revenue Service (I.R.S.)...Insurance When You're Newly Married 24 May 2019, 2:34 pm
Assess the coverage for your new household. Marriage changes everything, including insurance needs. Newly married couples should consider...Coping with an Inheritance 17 May 2019, 2:30 pm
A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing.Even if you have an...Retiring Single 10 May 2019, 1:54 pm
You will want to replace your income; you will also want to stay socially engaged. About 6% of Americans 65 and older have never married....The Cost of Procrastination 3 May 2019, 5:41 pm
Don't let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a...The Shred Party 29 Apr 2019, 5:39 pm
What should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your...Investment Challenges of the Affluent Investor 22 Apr 2019, 5:38 pm
Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment...Do Our Biases Affect Our Financial Choices? 15 Apr 2019, 2:06 pm
Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence...Insurance When You’re Young and Single 8 Apr 2019, 2:04 pm
Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence. You...
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