Rethinking retirement
By Soren & Gary E. Croxall
The coronavirus pandemic and the subsequent economic fallout has forced many people to rethink their retirement strategy. Whether you are mid-career and retirement is still a distance out, retirement is fast approaching, or you are a recent retiree wondering...
Teaching children financial lessons during the holidays
The holiday season is upon us! 2017 has flown by and we are only weeks away from Thanksgiving. Friday, Nov. 24 means a mad dash to be the first in line at your favorite store for Black Friday shopping, or maybe you shop from the convenience of your living room on Cyber Monday. Either way, the holiday season can turn into a stressful time of juggling family obligations, parties, and last minute to do’s before you ring in the New Year. However, the holiday season can also be an opportune time to teach your kids lessons about giving and basic financial literacy. Below are a couple of ideas to consider.
Ask A Broker
So this “ask a broker” thing has gotten off to a good start, thank you! The winner was able to see the Warriors beat the Spurs and watched in horror as our superstar and savior Steph Curry got hurt, we need Durant to step up!
Pandemic personal finance plan
The coronavirus pandemic has created a lot of uncertainty and has also put financial plans to the test. As we continue to navigate these tumultuous times, it’s important to continue to have a game plan in place for things we can control to help...
The role of the Federal Reserve
The Federal Reserve was formed in 1913 when President Woodrow Wilson signed the Federal Reserve Act. The law created an independent agency, the Board of Governors, and 12 regional Federal Reserve Banks throughout the country.
College savings and charitable contributions
A couple of months ago we wrote about some of the major changes taking place with the passage of the Tax Cuts and Jobs Act last December. However, this month we wanted to focus on two aspects in particular and how you may be able to utilize some of the changes for your benefit.
The Census — being counted matters!
Once each decade, the U.S. Census Bureau attempts to count every person in the United States. The next count will occur in a year and will be the first to rely heavily on online responses.
Ask A Broker | May 2018
My parents are ready to buy a home, but my mother wants to buy the land and build their home. Are there programs that can help buy her land to build her home? Is there a possibility for a first time home buyer to buy land to build or is it easier just to buy a home that is already built?
Something in the water
Gena Rea Timmons is shown on the right. Aptos History Museum archives
Around Aptos
A wonderful new event has surfaced in our Aptos community thanks to Friends of the Library and Denise Ward, a local resident who also loves to read and to bring community together.