Mid-Year Economic Forecast 2023 - The Path to Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. Presented by Debbie Boisselle of Citizens Wealth Management Group https://www.cwmgohio.com/
CWMG Economic Mid-Year Outlook 2021
Markets are always forward looking, and in LPL Research’s Midyear Outlook 2021: Picking Up Speed, we help you keep your eyes on the road ahead. The next stretch may be a fast one and will have its share of opportunities, but also new risks to navigate. As always, sound financial advice can be as important as ever to help steer you through the environment and put in the miles toward meeting your long-term financial goals.
Citizens Wealth Management Economic Outlook 2020
Debbie Boisselle, VP Investments talks about preparing for this dynamic—yet uncertain—market environment. We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle. At some point in the future this record-long expansion will come to a close, leaving investors wondering what’s next. Against this backdrop questions about the next potential recession and the 2020 U.S. presidential election continue to be top of mind for many investors. While we can’t see into the future, one thing we can predict is that uncertainty in the markets is here to stay. Citizens Wealth Management Group - www.cwmgohio,com
Planning for Housing in Retirement
Aging and Its Financial Implications: Planning for Housing Retirees may live as long as 30 years or more in retirement. Housing may be the largest expense of retirement income. The time for planning is before a crisis or health event drives a change in housing that is neither budgeted for nor anticipated. This program will provide information regarding housing options, from the cost of home modifications to assisted living facilities, and how to evaluate what will work best for you or your loved ones as you age. It will focus on creating a plan to enable you to save and invest appropriately to afford the lifestyle you prefer and the care you may need in the future.
Citizens Wealth Management MidYear Outlook 2019
As we move into the last half of the 2019, Debbie Boisselle, VP Investments for Citizens Wealth Management Group, presents her take on where the economy currently sits and items investors should consider as they gear up for year-end. She says it’s important to remember how far we’ve come in the past decade; the S&P 500 has grown from 800 to 3000 and unemployment has decreased from 9.5% to 3.6%. “The economy has been growing for 10 years – that’s the longest expansion in US history,” states Boisselle. She still projects S&P earnings to continue to grow slightly, but overall looks for the US economy’s growth to slow.
Starting an Education Savings Plan presented by Citizens Wealth Management Group
Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education.
Choosing between a Traditional IRA and a Roth IRA presented by Citizens Wealth Management Group
Which Is Right for You? This video will help you better understand the difference between a traditional IRA and a Roth IRA, why you should consider one over the other and when you might want to consider converting your traditional IRA to a Roth IRA.
Economic Outlook 2018
Debbie Boisselle, VP Investments for Citizens National Bank, presents her economic outlook for 2018. Overall Boisselle is optimistic for 2018 being another good year with more of a focus on business spending and predicts we will see attractive returns, just not as good as 2017. Looking at investment opportunities, Boisselle feels there will be good returns with small cap stocks which are U.S.-based and will see a positive impact from the recently passed tax cuts. She also feels there will be good growth in emerging markets. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
How is Social Security an Income You Can’t Outlive?
Social Security is something that when you sign up for it, it is there for life. Debbie Boisselle, VP of Investments for Citizens Wealth Management Group discusses the lifetime benefits and annual inflation adjustments of Social Security. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What Does Full Retirement Age and Primary Insurance Amount Mean for Social Security?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how your full retirement age determines what your primary insurance amount will be when applying for Social Security. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
When Should I Apply for Social Security?
Did you know that the age you apply for your Social Security benefits affects what your permanent benefit will be for the rest of your life? Debbie Boisselle, VP of Investments for Citizens Wealth Management Group helps decipher what your benefits will be based on the age you apply for your benefits. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What are Social Security Spousal Benefits?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how the spouse of a worker may be entitled to a spousal benefit with Social Security, the percentage that could be and the rules for collecting. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What are Social Security Survivor Benefits?
The amount of the survivor benefit depends on two things. First, when the deceased spouse claimed his/her “original” benefit and when the widow claims his/her survivor (actual) benefit. Debbie Boisselle, VP of Investments for Citizens Wealth Management Group discusses how the survivor benefit can be claimed. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
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