A new issue of the Mosaic newsletter, Effective Financial Strategies, is out now!
- Often, those planning for retirement think the right approach is what worked for their parents. Senior advisor Geoff Zimmerman explains the concept of investing for total return and how it can help ensure the highest possible retirement income at low risk.
- Lifestyle creep, otherwise known as lifestyle inflation, can have a real impact on your financial goals. Sheila Schroeder explains 4 effective tactics to reduce lifestyle creep, including how to reframe your thinking when it comes to increasing expenses.
- After spending the effort to create an estate plan, you’re going to need to be able to discuss your wishes and directives with loved ones and you’ll need to store your plan properly. Where there’s a will, there’s a way. Mosaic’s founder Norm Boone has practical tips on communication and storage for your estate plan.
- In this issue’s spotlight article, we interview advisor Mary Ballin on her personal approach to financial planning and how earning the Certified Divorce Financial Analyst® credential has enhanced her work.
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