Retirement In Sight

We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make a big difference in the quality of your “second act”?…read more…

Whims of Wallstreet

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield… read more…

Monthly Economic Update – Aug 2021

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases…read more…

Monthly Retirement Insight

Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question. Sixty-six percent of respondents to the poll identified their financial health as…read more…

“Green Shoots” in the Economy

Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It’s important to remember that purchases at stores, restaurants, and online….read more…

Monthly Economic Update – June 2021

In this month’s recap: Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure….read more…

College Funding Choices

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans…read more…

Retirement in Sight – June 2021

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution rules. There may be an encore…read more…

2021 Retirement Confidence Survey

Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? … read more…

Monthly Economic Update

The Dow Jones Industrial Average gained 1.93 percent while the Standard & Poor’s 500 Index rose 0.55% percent. The Nasdaq Composite, home for many technology and high-growth companies, dropped 1.53 percent... read more…