Tag Archives: investments

Getting (Mentally) Ready to Retire

Compass with needle pointing the word retirement concept image to illustrate retirement planning

Even those who have saved millions must prepare for a lifestyle adjustment.

Provided by Reeve Conover – Conover Consulting

A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries?

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Talking to Your Kids About Your Wealth

money and kids around sink in kitchen

How can you convey its importance and its meaning?

Provided by Reeve Conover – Conover Consulting

Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” they are. How will you handle that moment? How will they handle that knowledge?

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Will You Be Prepared When the Market Cools Off?

image of stock marketing going up

Markets have cycles, and at some point, the major indices will descend.

Provided by Reeve Conover – Conover Consulting

We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they have witnessed. Have they become irrationally exuberant?

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Having the Money Talk with Your Children

credit card debt

How much financial knowledge do they have?

Provided by Reeve Conover – Conover Consulting

Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.”

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Why Retirees Need Good Credit Scores

Credit report with score on a desk

Careers & businesses end, but the need to borrow remains.

Provided by Reeve Conover – Conover Consulting

We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance when we retire.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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