News & Updates

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

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

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

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

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

This week’s article helps explain why the “economic gut punch of the COVID-19 pandemic is being felt by retirees.” “With the U.S. economy staring at a recession and the stock market having plunged more than

Insurance takes many forms, from covering our homes to our lives, and one form of insurance that we have received many questions on over the past few months relates to Life Insurance. This week’s article

We speak a lot about annuities and are often asked to describe the type of person who benefits from owning one. In responding, we often say they benefit both “the Builder” and “the Protector”. A

The approach to retirement is a balancing act between growing and protecting assets. In general, the closer we get to taking retirement income, the more the balance tends to shift toward protecting years of hard-earned

We’re being told the reopening process is being done with “tremendous gusto and vigor,” but have we forgotten how to join in and left our gusto by the wayside? The dictionary tells us that we

I, like most of you, become very discouraged when I look at the number of unemployed workers, especially because I know that the older we are, the less likely we will be rehired. As this

This week’s article about retiring is written by a psychologist who has researched perception and applied that knowledge to financial situations. The author tells us “By the time most of us reach retirement age, we

We can’t control the impact Covid-19 has had on our savings, so maybe it’s time to come up with a plan and move forward. Yahoo finance shows us that the stock market is down 20%

We’ve always told you that we are here to help. That means in connection with choosing retirement savings options that make you feel good about your future. But that also means to provide assistance in

You don’t have the Virus but your losses are still huge We are receiving calls from clients fearful that their market losses are going to require them to claim social security benefits years earlier than

With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to