Brian Cochran, Financial Planner | CFP® | CKA®
A Widow’s Guide to Finance Webinar
A Widow’s Guide to Finances John Moore Associates recently had the pleasure of hosting Miriam Neff, founder of Widow Connection, for a webinar to help widows navigate their finances. Miriam encourages those who have lost a spouse to prioritize your needs first and the needs of your family second. Surrounding yourself with a ‘board of…
Inflation: Cause for Concern, Not Panic
Inflation concerns have been bubbling for some time. Those fears were realized in the April inflation report that shows the highest monthly core CPI numbers in my lifetime. Why is inflation spiking? Multiple stimulus bills have added trillions in surplus cash to Americans’ bank accounts (demand). Meanwhile, COVID shutdowns disrupted supply. A surplus of funds pursuing fewer…
A Widow’s Guide to Finance
Becoming a widow is one of the most challenging milestones in one’s life. While reeling from grief and a new void in their life, a widow now must take on financial responsibilities that she might not have had to do in the past. Brian Cochran discusses why keeping your financial advisory circle small is a…
Half Your DAF
2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…
The 4 Biggest Financial Mistakes of 2021 (So Far…)
As vaccines have been rolling out and case numbers dwindling across the country, 2021 seems to bring with it optimism and tentative relief. However, a significant amount of uncertainty still remains. To call 2020 a rough year is quite the understatement, and we learned the hard way that the unexpected can, and at some point…