FVIM's Insights

News and information about preserving your life savings

When You Lose a Loved One: Give Yourself a Financial Recess

Losing-Spouse
One of the most gratifying things about being a financial advisor is having the opportunity to make a real difference in people's lives. In that context, we find it deeply meaningful if we are able to offer helpful financial advice during difficult times, such as when families experience the loss of a loved one. If you've been recently widowed (or ...
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462 Hits

So, Your Kids (Might) Want To Go To College?

college_savings
Now that this year's tax season is over and spring is in full swing, many parents' financial fancies turn to the costs of their kids' higher education. Therein lies a dilemma: You really should start saving for college costs as early as possible – think prenatal. But there are so many unknowns between birth and 20 years later. It's easy to get grid...
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408 Hits

Has Market Volatility Got You Down?

Has Market Volatility Got You Down?
Do you remember where you were 10 years ago? Among the many March 2008 events that come to mind is the day Bear Stearns died . We still recall the image of that $2 bill stuck on the firm's shuttered front door – a silent commentary on the per-share price JP Morgan had reluctantly offered to bail out the fast-floundering firm. It was a very difficul...
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The Neglected Investment Risk

Recent stock market volatility, the downside kind, has dominated the financial headlines. As we absorb the opinions of pundits and gurus daily, it's easy to become anxious about our financial well-being and sometimes too focused on short-term stock market declines. As financial advisors, one of our jobs is to thoroughly discuss additional challenge...
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543 Hits