Midday Money Matters Recordings

This Month's Midday Money Matters Webinar Covered:

• Setting goals
  
• Budgeting
  
• Emergency fund
  
• Insurance
  
• Investing
  
• Tax planning
  
• Saving for college
  
• Retirement planning
  
• Estate planning

If you missed the October Midday Money Matters webinar, you can Click now to watch. 

Questions? Reach out to Margaret!

This Month's Midday Money Matters Webinar Covered:

• Equities
• The Economy
• Fixed Income
• Investing Principles
• And so much more

If you missed the September Midday Money Matters webinar, you can Click now to watch. 

Questions? Reach out to Margaret!

Have you ever wondered about any of the following?

• What is considered long-term care?
  
• Why should I consider potential long-term care needs as part of my retirement strategy?
  
• When is it needed?
  
• What questions should I ask myself when creating a plan for long-term care?
  
• What options are available for a long-term care need?
  
• What next steps should I take in determining if I may have a long-term care need?

If you answered "yes" but missed our August Midday Money Matters webinar, you can Click now to watch. 

Questions? Reach out to Margaret!

WEBINAR: Long-Term Care Planning

Have you considered:

• Your need for extended home healthcare?
• What assets you might sell to cover the costs of care?
• If you have enough earnings and retirement savings?

We covered all that and so much more in our July Midday Money Matters webinar. Click now to watch. 

•  Questions? Reach out to Margaret!

WEBINAR: Market Intel Exchange

• What are Tariffs? Tariffs are taxes or duties that are imposed on imported goods by a government. 
• Why are they used? Their intent is to protect domestic industries, encourage local production, generate government revenue, reduce reliance on foreign goods or respond to trade policies of other nations.
• What is their potential impact? Tariffs raise prices for consumers, affect trade relationships with other countries, and influence economic growth.

Questions? Reach out to Margaret!

WEBINAR: Market Intel Exchange

• Market Intelligence - Views from our network
• The Economy - Everything from Inflation Trends to Social Security to Tariffs and more
• Equities - S & P 500 and historical equity performance around recessions 
• Fixed Income
• Asset Allocations

Questions? Reach out to Margaret!

WEBINAR: Economic & Market Update for Q4 2024

This month’s topic was: Economic and Market Update for the fourth quarter of 2024. We covered:

• Cyclical sectors of the market
• The job market and unemployment
• Inflation
• Interest rates
• Fixed income yields
• The S&P 500
• Global economy and International valuations
• And more...
  

Missed September or October's 2-part MMM webinar? Check out the full presentation here!

Questions? Reach out to Margaret!