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Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

  • 22 important questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

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Investment Decisions

Midyear Market Outlook from Wealth Managers

By Flora & DiPaula Wealth Partners | August 18, 2020

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the…

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Recovery: COVID-19 First, Then the Economy

By Flora & DiPaula Wealth Partners | August 4, 2020

The World Health Organization recently reported that while some countries have made effective inroads to contain COVID-19 within their borders, the pandemic is still well on the rise throughout the…

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The Pandemic’s Financial Toll on Women

By Flora & DiPaula Wealth Partners | June 16, 2020

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is…

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Are the Stock Market and the Economy Out of Sync?

By Flora & DiPaula Wealth Partners | June 9, 2020

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,…

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The Perks and Pitfalls of Self-Employment

By Flora & DiPaula Wealth Partners | June 2, 2020

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo…

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Financial Tips For 2020

By Flora & DiPaula Wealth Partners | January 29, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…

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The Importance of Women Achieving Financial Confidence

By Flora & DiPaula Wealth Partners | December 17, 2019

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…

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Can Your Portfolio Weather an Economic Storm?

By Flora & DiPaula Wealth Partners | October 29, 2019

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One…

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What’s Up With the Markets?

By Flora & DiPaula Wealth Partners | October 1, 2019

Anyone who followed the often-used investment adage, “Sell in May and go away,” is likely pleased with their decision after the markets struggled in the month of August.1   While…

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What Is the Beige Book?

By Flora & DiPaula Wealth Partners | September 17, 2019

The Federal Reserve’s Federal Open Market Committee (FOMC) evaluates a plethora of factors before making any monetary policy decisions at meetings, which generally take place eight times a year. One…

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