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Investment Consolidation Strategies

As we near retirement, it’s usually a good idea to begin consolidating accounts. This is because it can often be easier to manage fewer accounts as we grow older. It also can help our loved ones or a hired financial professional step in to find and manage money on our behalf.

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FinancialTip Sears Wealth Management FinancialTip Sears Wealth Management

FINANCIAL ADVICE FOR EXPANDING FAMILIES

“Family” is an expansive and complex term. From partners to children to aging parents and other relatives, there is no one route to successful family money management. It takes discipline and flexibility to navigate ever-changing financial needs.

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Sears Wealth Management Sears Wealth Management

The Power of the Federal Reserve

It’s not unusual to hear the Federal Reserve being bashed or praised — sometimes both in the same day. That’s because its ability to stimulate or stifle the economy is powerful but not always popular. Learn why.

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Sears Wealth Management Sears Wealth Management

Feeling Financial Stress? Here’s How to Cope.

When the coronavirus first began to reveal its ugly head in America,

people were concerned. Not just about their health, but about their

finances. Nearly nine out of 10 people (88%) surveyed by the National

Endowment for Financial Education said they were worried about their

financial situation.

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FinancialTip Sears Wealth Management FinancialTip Sears Wealth Management

What Is Your Retirement Dream?

According to a 2019 study, only 23% of American workers are very confident that they have enough money for a comfortable retirement. As a result, more of us will work longer, with two out of three pre-retirees saying that work will be one sources of their retirement income.

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