Newsletter: February 2022

Every month, the Cordasco Financial Network Newsletter will bring you up-to-date on the latest podcasts, insights, and new ways that we are working to improve the professional experience of those we help. As always, if you think this would be helpful information for someone you know, please share their contact information here.

Investment Risk: Your Capacity, Attitude and Need

It’s important to understand the emotional impact of a down market. You need to position your portfolio long before a downturn happens. CFN’s John Walker and CFN Investment Team members Larry Shaw and Dennis Jablonoski discuss Capacity, Attitude, and Need (CAN). Assessing these areas will help provide you with a greater understanding of your investment risk and help you mitigate anxiety. Click here to listen.

The Financial Effects of Losing a Spouse

The death of a spouse is one of the most difficult life events imaginable. It takes an emotional toll on the surviving spouse, typically creates unexpected financial issues and triggers tax-related consequences. Cordasco Financial Network’s John Walker is joined by Tim Joseph CFP® and CPA to address areas of concern that will undoubtedly need your attention after the death of a spouse. Click here to listen.

Solutions for Organizing Your Financial Information and Other Important Documents

Knowing where to easily access important documents can reduce stress and anxiety. It can also bring peace of mind to your loved ones should they ever need to access your insurance policies, will, power-of-attorney or other critical documents. John Walker and Tim Joseph CFP® and CPA discuss financial organization offering specific solutions. Click here to listen.

Strategic Moves To Prevent You From Outliving Your Money in Retirement

Steve is joined by guest Wade Pfau, PhD, CFA, Professor of Retirement Income at the American College of Financial Services, Co-Director of the American College Center for Retirement Income, and author of several books on retirement planning. They discuss the appropriate rate for withdrawing retirement funds, several alternative investment vehicles and his strategies for dealing with an economic downturn. Click here to listen.