Blog

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…

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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…

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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 —…

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Retirement Readiness

By Marketing | Oct 9, 2018

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50 percent in terms of retirement readiness, while “blue- and gray-collar workers” were somewhat lower, at 44.7% Another recent report on retirement readiness was published by…

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Wealth and Trump Effect

Wealth And The Trump Effect

By Marketing | Oct 4, 2018

The Tax Cuts and Jobs Act was meant to kick start the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment has increased only slightly throughout the last year (excluding oil and gas, which are highly volatile). This begs the question — how much impact…

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When to Pivot?

By Marketing | Sep 10, 2018

The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news.   The bad news are the expected near-term head winds that could…

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Trade Wars

By Marketing | Aug 29, 2018

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous years, but that calm may end as as there have been ongoing discussions about tariffs with global trade partners. In the past, the presidential power…

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Legacy Issues

By Marketing | Aug 27, 2018

Sixty-three percent of surveyed affluent adult children between the ages of 18 and22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable groan about the entitlement of youth, bear in mind that today’s young adults do have different financial challenges than in past generations. It used to be…

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A Rising Tide Lifts Women

By Marketing | Aug 23, 2018

There’s an old saying: A rising tide lifts all boats. Applied to the economy, this means that general improvements could benefit all participants within the economy. The same appears to be true for women. As the U.S. economy continues to grow, there is an influx of money available for small business startups. This is great…

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