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What Type of Investor Are You?

October 27, 2017 |

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the...

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IRS News to Know

October 27, 2017 |

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is...

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Assessing Risk in Retirement Income

October 13, 2017 |

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in...

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Income Strategies for an 8,000-Day Retirement

October 6, 2017 |

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement...

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How Much Retirement Income Should Come From Savings?

September 29, 2017 |

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has...

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Potential Reasons to Put the Retirement Countdown on Hold

September 22, 2017 |

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring...

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Strategic vs. Tactical Asset Allocation

September 22, 2017 |

In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that...

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Is Feeling Younger the Secret to a Longer Life?

September 14, 2017 |

“You don’t stop laughing when you grow old, you grow old when you stop laughing.” ~George Bernard Shaw   While some people accept getting older as a natural part of...

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Retirement Plan Fees: Know What You Are Paying

September 13, 2017 |

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the...

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3 Common Questions About Social Security

September 1, 2017 |

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But...

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Tax-Deferred or Tax-Exempt? Potential Benefits to Having Both

August 18, 2017 |

Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and...

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Preventing Elderly Financial Abuse

August 11, 2017 |

A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through...

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Divorce During Retirement

August 11, 2017 |

A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people...

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What Is Evidence-Based Investing?

July 31, 2017 |

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care.1   In the...

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Keeping Connected With the Ever-Changing Internet

July 21, 2017 |

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content...

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Savings and Investment Updates

July 14, 2017 |

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a...

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Taxes and Retirement Planning

July 5, 2017 |

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the...

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How Much Money Do You Need to Retire?

June 30, 2017 |

How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The...

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Will Power be Restored to Coal Industry?

June 30, 2017 |

In March, President Donald Trump signed executive orders to rescind several regulations that were in place to limit pollution from mining and burning coal.1 The administration’s goal is to revive...

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Can Longevity Truly be Predicted?

June 19, 2017 |

Every morning, Emma Morano ate a raw egg and biscuits. When she died at age 117 in April of this year, she was the oldest person in the world. She...

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