Blog

  • Getting (Mentally) Ready to Retire
    In Educational
    Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face […]
  • Weekly Economic Update 7/24/2017
    In Economic Updates
    WILL STOCKS GET AN EARNINGS BOOST? While the first full week of the Q2 earnings season saw no pronounced rallies, there were also no shocks. By Friday’s closing bell, 20% of S&P 500 member firms […]
  • Which Financial Documents Should You Keep On File?
    In Educational
    … and for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the […]
  • Reverse Mortgages, Reconsidered
    In Educational
    Once widely disparaged, these loans are getting a second look. Too many baby boomers are retiring with insufficient savings. Some of these boomers are “house rich” and “cash poor,” and in response to […]
  • Do You Have a Financial Wellness Program?
    In Educational
    Companies are luring & retaining employees with this key perk. What do your retirement plan participants wish you would offer? Besides the chance to save and invest part of their paychecks, that […]
  • Saving More Money, Now & Later
    In Educational
    You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can […]
  • Weekly Economic Update 7/17/2017
    In Economic Updates
    INFLATION PRESSURE WEAKENS The Consumer Price Index was unchanged in June, according to the Bureau of Labor Statistics. That left its yearly advance at only 1.6%, nearly half a point below the […]
  • Life Insurance Products with Long-Term Care Riders
    In Educational
    Are they worthwhile alternatives to traditional LTC policies? The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, […]
  • A Look at Self-Directed Brokerage Accounts
    In Educational
    Some retirement savers choose this option in their 401(k) plan. Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, […]
  • 2nd Quarter Economic Update 2017
    In Economic Updates
    THE QUARTER IN BRIEF After a remarkable first quarter, the stock market cooled off slightly in Q2 – but investors still saw substantial gains. Strong earnings helped take Wall Street’s collective […]
  • Talking to Your Kids About Your Wealth
    In Educational
    How can you convey its importance and its meaning? Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they […]
  • Weekly Economic Update 7/10/2017
    In Economic Updates
    HIRING PICKS UP AGAIN The Department of Labor announced some good news Friday: the creation of 222,000 net new jobs in June, the largest hiring gain in four months. Approximately 4.7 million people […]
  • Japan & the European Union Forge a Major Trade Deal
    In Market Updates
    What are the implications of this new treaty? On July 6, the eve of a G-20 summit, a global trade pact planned for four years took a major step toward reality. In Brussels, Japanese Prime Minister […]
  • Monthly Economic Update July 2017
    In Economic Updates
    THE MONTH IN BRIEF June brought some definite headwinds to Wall Street, but the broad stock market still advanced. The S&P 500 added 0.48% across the month, even with tech shares selling off. As […]
  • Understanding the Gift Tax
    In Educational
    Most of us will never face taxes related to money or assets we give away. “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few […]