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Saturday, August 11, 2018

Because this year marks the 20th anniversary of the Roth IRA, we find it perfectly fitting to share our insights on this important retirement savings vehicle. Characteristics And Benefits First made available in January of 1998, Roth...

 

Saturday, August 4, 2018

You don’t have to be a finance expert to know that the markets have been all over the place recently. We’ve had record highs but also record lows. Whether we witness continued growth or increased volatility, it’s...

 

Tuesday, July 10, 2018

Do you have a feeling that you need help with your budget or retirement plan, but aren’t sure where to start? Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition? Do you have specific...

 

Tuesday, June 26, 2018

When you are faced with a significant life decision it seems common sense to gather as much information as possible in order to make the right choice. If you were told you need surgery, chances are you would want a second opinion. If...

 

Wednesday, June 6, 2018

With the new tax bill, the number of people itemizing deductions is expected to drop drastically because the standard deduction is so much larger. The downside, however, is that if people stop itemizing, they have less incentive to...

 

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Monday, May 7, 2018

Thanks to all who joined us to hear our keynote speaker, Wendy Boglioli, speak at our event on April 26th. She was a former long-term care broker and is a national long-term care (LTC) spokesperson. She’s a two-time Olympic medal...

 

Friday, April 27, 2018

When you think about your future retirement, do you feel confidence or anxiety? The Employee Benefit Research Institute’s (EBRI) 2016 Retirement Confidence Survey found that only 21% of American workers are very confident about...

 

Thursday, April 26, 2018

Every president campaigns with grand sweeping promises on everything from ending wars, revisiting gun regulations, and of course, taxes. Most Americans take these vows with a grain of salt, but President Trump’s promise of tax...

 

Monday, April 23, 2018

When payday arrives, you probably don’t analyze every single deduction on your paycheck. You know that taxes come out, as well as your healthcare premium, and of course, Social Security. But have you ever thought about just how...

 

Thursday, April 19, 2018

Retirement is one of the most significant milestones in life and, as a result, can cause a lot of stress and concern. And without a personalized roadmap, the path towards and into retirement can be full of speed bumps and potholes. But...

 

Thursday, April 19, 2018

While my career in the financial services industry began in 1982, my life values and work ethic was forged long before that. I like to believe that working hard runs in my blood. My work experience started at a young age when, as a...

 

Wednesday, January 31, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...