Housing Affordability Drops to Decade Low

As the heated talk over tariffs dominated the financial news, you might have missed a notable fact: housing affordability has dropped to its lowest level in nearly a decade. That’s a shame, considering that the economy is picking up steam and incomes are finally creeping higher.

Inherited IRA, Car Leases, Can I Retire?

Mark TalercioJune 23, 2018CFP, fiduciary, fiduciary standard, Jill Schlesinger, Jill on Money, retire, retirement, retirement planning, asset allocation, buy or lease, IRA

CFP® Pro Tip of the Week - June 22, 2018: Summer Vacation

Mark TalercioJune 22, 2018CFP, fiduciary, vacation, summer, summer vacation, summer travel, Jill on Money, Jill Schlesinger

When to Take Social Security

Mark TalercioJune 22, 2018social security, SS, CFP, fiduciary, financial planner, financial advisor, retire, retirement, retirement planning, Chester Elton, Adrian Gostick, The Best Team Wins, social security benefits, Medicare

What The Great Economists Would Do with Linda Yueh

Mark TalercioJune 21, 2018Linda Yueh, Yueh, economy, economics, economist, economists, Brexit, Trump, China, BBC, CFP, fiduciary, retire, retirement

Do I Need a Financial Planner?

Mark TalercioJune 19, 2018CFP, fiduciary, fiduciary standard, retire, retirement, planning for retirement, saving for retirement, Vanguard, Fidelity, Edward Jones, certified financial planner, financial planner

Career Change, Second Home, Asset Allocation

Mark TalercioJune 16, 2018asset allocation, retire, retirement, new home, second home, career change, new job, CFP, fiduciary, fiduciary standard

U.S. China Trade Tensions Escalate

U.S.-China trade tensions escalated, after the Trump Administration said that it would implement the previously announced 25 percent tariff on $50 billion of Chinese goods “that contain industrially significant technologies” – i.e., those that were highlighted in President Xi’s “Made in China 2025” project, which explicitly focuses on boosting China’s capabilities in sectors where the U.S. is currently a leader.

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