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Daily Archives: October 27, 2020

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Planning Priorities: Refinancing in Today’s Low Interest Rate Environment

Personal Finance, Video, Your HomeBy Editorial TeamOctober 27, 2020

Senior Associate Jarrett McKenzie, CFP®, CWS®, explores some of the opportunities today’s low interest rate environment offers homeowners.

Financial Plan Adjustments During a Forced Retirement

Aging/Caring for Aging Parents, Case Study, Featured, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamOctober 27, 2020

The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.

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