Blog

Health Care Costs a Top Concern in Retirement

By Marketing | Jan 14, 2019

Living to a ripe old age brings with it many milestones and memories. Unfortunately, it also can come with significant medical expenses. The longer we live, the more likely we are to incur them. A recent survey of affluent, older adults conducted by the Nationwide Retirement Institute revealed 64 percent are “terrified” that significant health…

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Social Security Updates

By Marketing | Jan 14, 2019

Good news for retirees: Social Security benefits are scheduled to increase 2.8 percent in 2019, the biggest bump since the 3.6 percent increase in 2012. The average beneficiary – who received about $1,405 a month in 2018 – can expect to see just over $39 more each month, or about $468 more over the course…

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Thinking About Downsizing

Thinking About Downsizing?

By Marketing | Jan 7, 2019

When companies face a rough period, they often look to either increase revenues or trim expenses, including reducing overhead costs. You can do the same thing for your personal budget, where reducing expenses can give you the opportunity to increase your savings rate. Though this sometimes can seem easier said than done. Costs have a…

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Real Estate

Real Estate Update

By Marketing | Dec 31, 2018

According to the Federal Reserve Bank of St. Louis, up to 10 million Americans lost their homes during the last financial crisis. Now, 10 years later, we’re only slightly above 2016’s low of 63 percent home ownership – at about 64 percent as of June 2018. While many metropolitan areas have experienced robust growth in…

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2018 Tax News

By Marketing | Dec 22, 2018

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other high-tax states could face a higher tax bill when they file their 2018 return. While cutting tax rates on ordinary income, increasing the standard deduction and doubling the…

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Pension vs. 401(k)

Pension vs. 401(k)

By Marketing | Dec 10, 2018

Given a choice, which would you choose: a guaranteed fixed income for the rest of your life, or a lump sum that you could invest? As it turns out, lots of people prefer a sure thing. This is what a recent survey showed about public sector employees posed with the option to select a defined…

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The Debt Trap

The Debt Trap

By Marketing | Dec 3, 2018

When the economy thrives, consumers tend to spend more money. Unfortunately, many Americans have a habit of spending money they haven’t yet earned, so debt also tends to rise when things are going well. According to a new study by Northwestern Mutual, many Americans have accumulated nearly twice as much debt as savings. Specifically: The…

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Economic Indicator

Economic Indicators

By Marketing | Nov 26, 2018

  Newton’s laws of motion and gravity are often applied to economics and the stock market. What goes up, must come down. While this generally explains a natural path of the economic cycle, the key question for most investors is: When will it come down? While no one can predict market directions with exact accuracy,…

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What’s Driving the Economy?

What’s Driving the Economy?

By Marketing | Nov 19, 2018

As the U.S. economy entered the fall enjoying its ninth year of healthy growth, analysts watch to determine its continuing trajectory. According to the Conference Board, in an Oct. 10 update, its Consumer Confidence Index remained at the highest level since 2000, and its CEO Confidence Index declined in the third quarter but remained solidly…

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