May 18, 2020

Should you withdraw and reinvest your retirement plan money while you are still on the job?

Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that...

May 5, 2020

Confidence can quickly erode, but it can also quickly emerge.

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmar...

April 20, 2020


What you should know about them.

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1

Annuity contracts are purchased from an insurance company. In exchange, the insurance company mak...

March 25, 2020

The earlier you start pursuing financial goals, the better your outcome may be.

As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you.  

...

March 9, 2020

What younger investors need to know.

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holde...

February 25, 2020

Focusing on Your Strategy During Turbulent Times.

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

This impatience also manifests...

February 10, 2020

See if you are prepared to begin your retirement by answering four key questions.

How do you know you are psychologically ready to retire? As a start, ask yourself four questions.

  

One, is your work meaningful? If it is emotionally and psychologically fulfilling, i...

January 31, 2020

Things you can do for your future as the year unfolds.

                       

What financial, business, or life priorities do you need to address for the coming year...

January 13, 2020

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

    

April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual...

November 26, 2019

Most people just invest for the future. You have a chance to do more.

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know t...

Please reload

Recent Posts

April 20, 2020

February 10, 2020

Please reload

Archive
Please reload

Search By Tags
Please reload

Follow Us
  • Facebook Basic Square
  • LinkedIn Social Icon
  • Twitter Basic Square