With the world battling COVID-19 and the stock markets in turmoil, many are wondering how to handle their investments and what they should do with their retirement portfolios. Luckily, Katherine Vessenes, JD, CFP®, RFC, and Josh Lantz,CRPC®, are here to guide you through this tumultuous time.
Read MoreHere we are in a NEW decade!! It may be 2020 but the myths versus the reality of placing money into real estate ~ particularly when it comes to where YOU live ~ have not changed. If we are using the metaphor of stormy waters…this one is a mixed bag of smooth sailing along with squalls hiding around corners. Where you drop anchor, permanently or otherwise, is one of the biggest decisions you can make with your hard earned treasure. The “investment” is personal, emotional, and takes a tremendous amount of thoughtful research to make it work for you!! Our indefatigable lighthouse keeper, Ms. Katherine Vessnes, is here to shine the light to help guide our travels. Have a listen…
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