News & Updates

Happy New Year!

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have

Read More »

Start the new year off right

“Figuring out how much money you need to retire is like one of those word problems from high school that still haunts you.” This week’s article tells us that “The retirement equation isn’t unsolvable, but

Read More »

Holidays and Financial Stress

Did you know that according to one 2019 survey roughly 48 million Americans were still paying off 2018’s holiday debt by the 2019 holiday season? Therefore, it shouldn’t be surprising that a more recent survey

Read More »

Healthy Mind and Healthy Body

This week’s article reminds us that notwithstanding the trials and tribulations of the pandemic, one thing COVID does to benefits us, is that it demands healthy aging. There have been and will continue to be

Read More »

Marshmallows and Social Security

I thought you would enjoy this week’s article as it explains the old “marshmallow test” in answering the question of “should US retirees delay claiming Social Security until age 70, even if they have to

Read More »

Time to reflect

With one month to go until the new year, it might be a good time to reflect on the status of your retirement savings in order to better understand what your choices and needs will

Read More »

Insurance needs change when you retire

This week’s article reminds us that “Senior insurance needs are different. Time to drop the disability coverage and review your other plans.” The most obvious insurance retirees need to maintain is health insurance. While most

Read More »

What matters is if you are concerned

This week’s article highlights a Harris Poll that showed “workers who have been laid off or had their hours reduced amid the pandemic are particularly concerned about their future.” “70% say they are worried about

Read More »

No, the Tax Laws have Not Changed

We’ve been receiving calls from people thinking that somehow, with the election having just occurred, there are tax law changes that have already been enacted, or that 401(k) and IRA money is slated to be

Read More »

Some Critical Moves

This week’s article points out that “Social Security payments are one of the biggest assets that most people have,” and “how you handle that income has an important impact on an overall plan.” A “critical

Read More »

Aging is an Opportunity

Aging is an Opportunity This week’s article reminds us “silver is the new green”, and that “around the world, people are living longer as birth rates decline.” Because of this, it isn’t just public policymakers

Read More »

Building a Portfolio with Principal Protection

Building a Portfolio with Principal Protection This week’s article reminds us that pre-retirees can “diversify their portfolio in a way that distributes risk and prepares their retirement savings for growth in a variety of economic

Read More »

Solutions not Problems

If you are like many, you are tired of reading so much about the negative consequences of COVID on our finances, employment and plans – whatever they may be, and you long to hear more

Read More »

Formula for the math

Commentary: I’ve been asked to explain how the dollar amount of what someone receives in social security is impacted by their age at filing for SS. This week’s article does that. It tells us “One

Read More »

Back Roads of the Economy

J.P. Morgan’s chief global strategist David Kelley recently gave a speech concerning there still being a long way to go before the US has a full economic recovery and it is “therefore wise for investors

Read More »

Important Considerations

Considering all that is going on today, “pre-retirees may be asking questions about the impact of a stock market sell-off on their retirement savings”, and if there are “any steps that can be taken to

Read More »

Without retirement savings

This week’s article discusses a type of “retirement plan” that some Americans who have had their retirement savings wiped out by COVID are engaging in, and that plan simply involves moving in with their millennial

Read More »
Archives
Scroll to Top