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What to do in a down market? Arrows showing market ups and downs | Outlook Wealth AdvisorsInvestmentsRiskWealth

What to do in a down market?

WHAT TO DO IN A DOWN MARKET? "History provides a crucial insight regarding market crises: They are inevitable, painful, and ultimately surmountable." ~Shelby M.C. Davis, founder and former mutual fund…
Deena Watson
Deena WatsonJune 16, 2022
Estate Planning: Life Insurance Life Insurance, beneficiary, estate planning, estate, inheritance, heirsEstate PlanningIncomeInvestmentsTaxesWealth

Estate Planning: Life Insurance

ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
Deena Watson
Deena WatsonJuly 26, 2022
5 Roles Life Insurance Plays in Retirement Planning Life Insurance, retirement planning, wealth management, retirement plan benefitsEstate PlanningIncomeInvestmentsTaxesWealth

5 Roles Life Insurance Plays in Retirement Planning

5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
Deena Watson
Deena WatsonJuly 26, 2022
What Do Caregivers Need to Know About Retiring Early? Caregiver, Long-term care, aging in placeHealthcareWealthWomen

What Do Caregivers Need to Know About Retiring Early?

November is National Family Caregiver Month, an opportunity to honor the physical, mental, and emotional effort caregivers put into their role every day. When looking after a loved one, it’s…
Deena Watson
Deena WatsonNovember 1, 2023
The ABCs of Medicare: What You Need to Know Now Medicare Doesn’t Cover A Lot Of Things In Retirement | Outlook Wealth AdvisorsHealthcareRisk

The ABCs of Medicare: What You Need to Know Now

Whether you’ve officially retired or are still working full-time,  as you approach 65 it's important to understand the ABCs of Medicare.  While you’ve likely heard of it before, we’re breaking…
Deena Watson
Deena WatsonSeptember 27, 2023
7 Things Medicare Doesn’t Cover Medicare, medicare coverage, medicare expenses, retirement planning, wealth managementHealthcareIncomeRisk

7 Things Medicare Doesn’t Cover

7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…
Deena Watson
Deena WatsonJanuary 27, 2022
Are You Planning Ahead for Long-Term Care? long-term care, long-term care facility, senior couple, retirement planning, wealth managementHealthcareIncomeWealth

Are You Planning Ahead for Long-Term Care?

ARE YOU PLANNING AHEAD FOR LONG-TERM CARE? Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some form of assistance as…
Deena Watson
Deena WatsonJanuary 27, 2022
5 Empowering Investment Strategies for Women women, senior women, wealth management, retirement planning, financial fear, investment strategiesInvestmentsWealthWomen

5 Empowering Investment Strategies for Women

No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart…
Deena Watson
Deena WatsonMarch 1, 2023
Top Financial Fears That Affect Women Worried woman, financial fear, wealth management, retirement planningIncomeInvestmentsWealthWomen

Top Financial Fears That Affect Women

TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money and wealth management are particularly terrifying. In fact,…
Deena Watson
Deena WatsonJanuary 27, 2022
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