Retirement Security in a Pandemic, Part One: Lead with savings

Part One of Three Joslyn G Ewart, CFP® — July 14, 2020 A nugget of wisdom that Warren Buffet has passed along more than once offers the perfect introduction to our discussion about retirement security: You only find out who is swimming naked when the tide goes out. In other words, any investor whose [...]

Retirement Security in a Pandemic, Part One: Lead with savings2020-09-15T15:17:10+00:00

Free Sounds Good Right About Now

Uncertainty continues to be a primary characteristic of our current experience, as it has been since the beginning of the spring season. And if you are like many of us, this uncertainty may be causing financial questions to swirl in your mind. We have answers and as our Entrust clients know, we have a [...]

Free Sounds Good Right About Now2020-06-17T21:11:42+00:00

3 Confidence-Inspiring Economic Facts from the Top

We often hear news reports about decisions of the FOMC (Federal Open Market Committee) but are rarely in the presence of a committee member to learn about the goals and work of the group. Kudos to the Forum of Executive Women for hosting Lara Rhame, Chief U.S. Economist for FS Investments, interviewing Loretta [...]

3 Confidence-Inspiring Economic Facts from the Top2020-02-20T03:06:52+00:00

Taxes on Your Mind?

Good News, Bad News for Your Retirement Accounts: The SECURE Act If you own a retirement account, you could experience good or bad news in the year ahead due to the recent passage of the “SECURE Act.” Good News If you have not yet been required to begin distributions from your retirement account(s) (the [...]

Taxes on Your Mind?2020-02-05T19:58:52+00:00

Bizzy (Money) Mama?

At Entrust Financial, we are often asked what our services are. We understand this question because financial lives today can have many moving parts, parts that often overlap and are complicated and confusing. Clients and friends who know us at Entrust are aware that we love every little detail of financial complexity and are [...]

Bizzy (Money) Mama?2019-11-22T15:36:05+00:00

Does it Matter if I Own My Home When I Retire?

Owning your own home was a fundamental American value for many of us when we grew up. It was considered a symbol of success, of having “made it.” Those who did not felt they had missed out on something, that not owning helped prove their marginal financial success. For instance, Joslyn remembers her father [...]

Does it Matter if I Own My Home When I Retire?2019-09-25T21:30:23+00:00

Three Tips Regarding the Financial Wild Card of Health Insurance

Perhaps the biggest financial wild card for those approaching retirement is the funding of health insurance and unexpected health care costs. Because most of us would like to retire someday, and do so with peace of mind regarding our healthcare needs, the following three tips may help you stay on track: Remember that health [...]

Three Tips Regarding the Financial Wild Card of Health Insurance2019-09-25T21:15:27+00:00

What Matters in Retirement? Income!

Entrust hosts periodic educational sessions to help women ensure that they are on track financially. One vital educational topic is: What Matters Most in Retirement? Income. In fact, just the other day we enjoyed a robust discussion at our session that was devoted to retirement planning. The women in the group who admitted they [...]

What Matters in Retirement? Income!2019-09-25T21:01:10+00:00

3 Reasons to Maximize Your 401(k) Contributions

We love the industry chart that shows how much one dollar can appreciate if invested in the capital markets over a long period of time. In fact, for successful investors, the likely investing time-horizon is a lifetime—even though income will be distributed from their portfolios during retirement. Not surprisingly, a careful review of the [...]

3 Reasons to Maximize Your 401(k) Contributions2019-09-19T19:28:58+00:00

What Could Declining Interest Rates Mean for You?

When you hear talking heads on financial shows mention the Federal Reserve, the drama attached to the reports may cause you to tune out. After all, you do not personally impact the decisions of the Federal Reserve and despite what is decided during prominent Federal Reserve meetings, it can be difficult to discern what [...]

What Could Declining Interest Rates Mean for You?2019-08-22T19:49:52+00:00