Blog

Coronavirus and Other Oddball Risks

The Coronavirus and Other Oddball Risks

By Marketing | Mar 24, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the most recent threats to the global business economy, and therefore investors, is the coronavirus and its far-reaching impact. China, home to much of the world’s…

Read More
Baby Boomers Staying Home for Retirement

Baby Boomers Staying Home for Retirement

By Marketing | Mar 6, 2020

In 1989, Harvard economists published a study concluding that as baby boomers aged out of the residential real estate market, there would be a glut of empty homes and prices would plummet. That clearly hasn’t happened yet, for a variety of reasons. Economists didn’t account for boomers’ life expectancy extending so much longer. People are…

Read More
RMD Considerations

RMD Considerations

By Marketing | Mar 6, 2020

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP IRA and 401(k) plans offer tax deductions on contributions and tax-deferred growth on earnings during the accumulation phase, but eventually the government wants you to…

Read More
Two Retirement Planning Approaches Safety vs. Probability

Two Retirement Planning Approaches: Safety vs. Probability

By Marketing | Feb 10, 2020

According to Merrill, four of the most common risks to your retirement strategy are: A significant market drop shortly before or early in your retirement Inflation reducing your spending power over time Unexpected medical and/or long-term care expenses Outliving your assets If you are nearing retirement, it might be time to review your current financial…

Read More
Financial Tips For 2020

Financial Tips For 2020

By Marketing | Feb 5, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may want to consider financial…

Read More
Retirement Planning During Changing Times

Retirement Planning During Changing Times

By Marketing | Dec 30, 2019

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth to five children in her lifetime; by 2017, that ratio had dropped to 2.4 children per woman. Meanwhile, our life expectancy has increased around the…

Read More
Women Achieving Financial Confidence

The Importance of Women Achieving Financial Confidence

By Marketing | Dec 23, 2019

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all widows say they wish they’d been more involved in managing their finances when their spouse was alive. Whether you have a career or rely on…

Read More
Tax Updates and Reminders

Tax Updates and Reminders

By Marketing | Dec 16, 2019

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA or Health Savings Account (HSA), allow you to continue making contributions up until April 15, 2020, most payroll-deduction plans such as a 401(k) will stop…

Read More
year end tax

Year-End Tax Considerations

By Marketing | Dec 9, 2019

Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and position finances for next year. The following is a sample of the usual methods. However, if you’d like us to take a more personalized, comprehensive approach, we’d be…

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