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In This Issue:

• Key Retirement and Tax Numbers
• Hybrid Funds, Lifestyle or Target?
• What Happened to Your Money?

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In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pajamas. Gone are the notions of banking hours, and the never-ending lines when you want to deposit your paycheck.

Earlier this week, the Federal Liberal Government tabled their election-year budget, albeit through historically unorthodox methods. As expected, several measures were included that were designed to appeal to voters, especially the segments that the current government had seemingly lost approval with.

According to collegeboard.org, the average yearly full-time student budget for tuition and fees, room and board, books, and other incidentals at an in-state public four-year college is currently more than $25,000. For a private four-year college, that costs skyrockets to more than $50,000.

2.1.19. 

I’m a little tired of double down.  I don’t mind double mint, double bubble, double play, or even double trouble.  But if I was a Blackjack player, I’d be doubly upset that politics has stolen double down.  Just as a tennis player, I feel it’s a double fault that politics has stolen unforced errors to describe a careless or foolish mistake.  Leave the unforced errors to Federer and Djokovic.

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

Written by Mark Triplett

12-30-18

Imagine this. It’s early afternoon and you’re at the grocery store with list in hand. Your cart is overflowing. Only a few items remain, and soon you will be headed to the checkout counter.