Blog
The importance of basic building blocks of a solid financial plan
Last week I met prospective clients who were interested in discussing retirement strategies and various types of investments. They told me that “now that things are getting back to normal, it’s time to start planning again”. Both were young professionals and had...
The significance of May 29th (or 5/29)
At this time of the Year, we are yearning for Spring, a new beginning. A variety of buds poke through the ground and remind us that there soon will be blossoms. By the time you read this, daffodils, crocus and tulips will, in all likelihood, have come and gone. The...
Plan B – Building Resilience
Resilient: Capable of withstanding shock without permanent deformation or rupture; Tending to recover from or adjust easily to misfortune or change.From Merriam-Webster Yesterday my coach told me that her mantra for this month is “resilience”. She explained - in her...
Kathy Kaffenberger ChFC® Renews Membership with the Financial Services Institute
FSI Advocates for Main Street Americans' Access to Objective, Affordable Financial Advice East Syracuse NY, Vero Beach FL- Local financial advisor Kathy Kaffenberger ChFC®, of Marathon Financial Advisors today announced she has renewed membership with the Financial...
Wow, was 2020 a challenge!
It is difficult looking back on 2020 without feeling a sense of being both overwhelmed and somewhat unsettled. It was a difficult year filled with the uncertainties of COVID-19 and a vaccine. The fears that we felt, the lack of clarity and the stresses...
Looking Back and Looking Forward
As we approach the end of the year, it is a time when many reflect over the past 12 months and plan for the next. Hopefully, most of you navigated safely through the pandemic and there appears to be some hopeful developments with regards to vaccines. It is a time when...
“Don’t let the sun go down without saying thank you…”
“Don’t let the sun go down without saying thank you to someone, and without admitting to yourself that absolutely no one gets this far alone.” Stephen King We have all heard that “an attitude of gratitude” will improve our daily outlook. That we should...
A Wonderful Time of Year
In the past few days I have noticed the leaves turning colors, Autumn flowers showing their blossoms, days becoming slightly shorter and a crispness beginning to capture the air. I have always found these things rather beautiful. In this particular year, with...
KEEP CALM AND INVEST ON
In volatile times, remember your time horizon; follow facts not feelings; and, if needed, reposition gradually Within a matter of weeks, the spreading Coronavirus, tumbling oil prices, recession fears, alarming headlines, and a 10-year Treasury yield well under 1%...