March 2019

The Drama of the Inverted Yield Curve

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 25th, 2019

This past weekend’s news channels were consumed with President Trump, Robert Mueller, and the report summary of the Russia collusion investigation. If you were paying attention to the economic news before this took over the media, you likely heard the alarmist headlines on Friday about the inverted yield curve, which (you probably also read) inevitably signals an upcoming economic r

A Text and a Wreck Cost Me What???

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 18th, 2019

Do you know how much auto insurance coverage you have?

Do you only have the minimum required liability or do you have maximum protection? What about an umbrella policy for any spill-over costs from an accident?

Do you have a young son or daughter who just started driving or will start soon?

529 Withdrawal FAQs

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 11th, 2019

You've done a great job of saving for your child's college education with a 529 plan. You’ve made contributions and kept an eye on the account’s growth over the years, and now you’re ready to start withdrawing funds. You have questions! Here are the answer to the questions most frequently asked by parents as they prepare to withdraw funds from the pla

The Benefits of Downsizing

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 4th, 2019

Modern advertising tells us, and the Joneses next door make us feel like we NEED a bigger home, nicer clothes, fancier vacations, luxury vehicles, and a fatter paycheck to pay for it all. In a society where bigger is better and more is more, can we find the benefit and contentment in simplifying? In particular, can the “less is more” theory apply to our home?

The Drama of the Inverted Yield Curve

A Text and a Wreck Cost Me What???

529 Withdrawal FAQs

The Benefits of Downsizing

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