Interest rates may be falling, but your financial strategy doesn’t have to follow. Learn how to stay ahead in today’s ever-changing financial landscape.
Larry Heller, CFP®, CDFA®, breaks down how these shifting rates impact everything from mortgages to retirement plans. Whether you’re buying a home, optimizing investments, or planning for your financial future, Larry offers actionable insights to help you navigate today’s economic landscape. Covering the rise and fall of interest rates and their effects on borrowing, saving, and investing, he provides strategies for adapting your financial plan across asset classes to protect your wealth.
Key Points Covered:

The Federal Reserve’s interest rate cut and its broader economic implications
How shifting rates impact mortgage costs, housing availability, and borrowing strategies
Key adjustments to retirement planning, including withdrawal rates and asset allocation in a low-rate environment
Adapting your savings strategy with CDs and treasuries (while considering the current inverted yield curve!)
Effective investment approaches across bonds, stocks, and real estate in the face of rate fluctuations
Opportunities in private equity and private credit investments as interest rates decrease
The importance of a diversified strategy and proactive communication, as emphasized by Heller Wealth Management
And much more!

 
Connect with Larry Heller: 

(631) 248-3600
Schedule a 20-minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CDFA®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®

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