News & Updates
You don’t have the Virus but your losses are still huge
You don’t have the Virus but your losses are still huge We are receiving calls from clients fearful that their market losses are going to require them to claim social security benefits years earlier than
How many more years do you need to live in order to wait it out?
With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to
We know you are concerned
Financial concerns stemming from the coronavirus outbreak have saturated the thoughts of anyone with a retirement nest egg set aside. The coronavirus has had an undeniable impact on any of us who are in retirement
Safety planning for retirement
I found this week’s article full of interesting information, and was drawn to the opening paragraph that I thought to share with you. “As we progress through life, we find there are certain things we
Get back on your feet
This week’s article references how setbacks can affect family decisions, and finances, at every live stage, but it tells you to “Get back on your financial feet even if you’re getting a late start.” We
Building your own
We often hear that “the key to feeling confident about a comfortable retirement is an employer plan”, but what if you don’t have one? I thought to share this week’s article with you because it
Did you know?
Did you know about the new Secure Act which allows you to wait longer before you have to start withdrawing money from your qualified retirement accounts, such as your 401(k) or IRA? I thought to
Is retirement good for health or bad for it?
I read an article this week that I thought to share with you as it expressed something I’ve been reflecting on. The author, connected with Harvard, wrote that “For many people, retirement is a key
Have you determined which is best for you?
You may have heard about annuities elsewhere, but we thought it useful to send you a link to a Yahoo Finance article that does what we think is a good job of explaining that “Fixed
A bigger contributor to retirement security?
I read an interesting “framing paper” written by two learned scholars from Brookings Institution and Kellogg School of Management. The question they addressed revolved around the change in what they called the “retirement paradigm”. I
Optimism that Threatens
I thought to share with you this week’s article because it provided an abstract of a study done that concludes that “a disturbingly large number of investors think they are on a path toward a
Convert Savings into Spending
The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting
Receive What You are Entitled to
This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know
Some Differences to Reflect on
As you enter a new year thinking of the changes you will make in the months to come, I thought to share with you an article that discusses differences that may relate to decisions you
Holiday Season
During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a
A Growth Vehicle plus Guaranteed Income
This week’s article discusses something we don’t always focus on when it comes to our retirement objectives; we want both growth and income. While for sure we don’t want to lose any of our initial
Silver is the New Green
When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing