Monthly Economic Update – March 2021

Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets.

The Dow Jones Industrial Average dropped 2.04 percent and the Standard & Poor’s 500 Index fell 1.11 percent. By contrast, the Nasdaq Composite gained 1.42 percent…read more…

How Much Do You Really Know About Extended Care?

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known…read more…

Retirement In Sight

The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to wonder if a retirement transition might come sooner than they think…read more…

How Much Money Will You Need for Retirement?

“Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans think they need to retire comfortably….read more…

Monthly Economic Update – Feb 2021

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions…read more…

Conquering Retirement Challenges for Women

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members…read more…

Retirement In Sight

For some of us, the coronavirus pandemic has complicated the question. As Yahoo! Finance reports, a Harris Poll study conducted this past summer found that 25% of Gen Xers and 14% of baby boomers think they will retire later than they planned, because of the pandemic’s financial impact on their lives….read more…

Home Improvements Trending Higher

Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1 It’s not that big of a surprise since many Americans now find their homes are doing triple duty as a place to live, work, and learn… read more…

Monthly Economic Update – Jan 2021

In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill…read more…

Annual Financial To-Do List

What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to…read more…