Blog

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…

Read More
Money Matters

Money Matters

By elancer | Nov 12, 2018

To help combat chronic poverty, some think tanks and economists have pitched the idea of a universal basic income (UBI), issued by the government. In the words of the 1980s band Dire Straits, UBI is essentially “money for nothing.” Proponents suggest that if every American adult received $1,000 a month to do with whatever they…

Read More
Investor Decisions

How Market Moves Affect Investor Decisions

By Marketing | Oct 24, 2018

The National Bureau of Economic Research recently explored how continued low returnscan influence saving, investing and retirement behaviors. According to the report, diminished returns tend to motivate people to save more in non-retirement accounts and less in their 401(k)s, alter their investment allocations, and even delay retirement and claiming Social Security benefits. While recent economic…

Read More
Home maintainance cost

The Cost of Maintaining a Home

By Marketing | Oct 22, 2018

To age at home, or not to age at home: That is the question many retirees eventually face. One major determining factor is whetherthey can afford to move into a senior community offering living assistance and nursing care if necessary. While costs vary from state to state, the 2018 nationwide average for assisted living costs…

Read More
Investing

Sustainable Investing Goes Mainstream

By Marketing | Oct 19, 2018

Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however, more people are investing in actions and causes they champion, and this is true of companies, as well. For example, while the current U.S. administration is…

Read More

Where Americans Stand On Personal Debt

By Marketing | Oct 17, 2018

On one hand, low interest rates are good for those borrowing money. On the other hand, easy cash can lead to excess debt — a place far too many Americans find themselves. Today, the median credit card debt is $2,000 per person, the median student loan debt is around $9,000 and the median mortgage debt…

Read More

Proposals to Change Social Security and Medicare

By Marketing | Oct 15, 2018

The total cost of Social Security will exceed its income resources this year for the first time since 1982. For now, trustees expect current taxes, interest income on reserves and trust fund asset reserves to provide the funding necessary for both Social Security and Medicare. However, trust fund reserves are projected tobe depleted at the…

Read More

Life Insurance for Retirees

By Marketing | Oct 12, 2018

Many people think life insurance is only for young couples. While a life insurance policy is an important vehicle to help protect a young family’s financial future should one parent pass away, that’s not the only time in life when financial protection matters? Older couples can benefit in many ways from maintaining life insurance policies…

Read More

Annuity Strategies

By Marketing | Oct 9, 2018

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement. These people also are less concerned with growing their assets; instead, they are focusing on drawing them down in a disciplined strategy without taking out too much too early —…

Read More
consultation-circle

Take the next step toward a confident financial future

For more information about any of the products and services listed here, schedule an appointment today, or attend a live seminar.

Or give us a call at 214.771.3363