Plan for the Tax Rates of the Future
Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years [...]
How This Generation Will Influence Culture
By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn't know how to handle older American's problems, this will mean some [...]
August 2021 Market Update
In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance. We also discuss the most up to date analysis of our proprietary economic model – Recession Probability Analytics. To watch this [...]
How the Millionaire Next Door Can Approach Retirement Planning
Many of today's retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not [...]
3 Celebrities Who Refused to Retire
It’s always a bit jarring to see the actors and actresses of your youth in the present – sometimes they become unrecognizable with age or disappear from the spotlight altogether. However, there are those rare gems whose talent is ageless and simply refuse to [...]
Sulking Consumers – August 16th, 2021
Markets were mixed this week as low consumer sentiment surprised analysts. The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward [...]
What’s Your 401(k) Game Plan?
If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company stock in your 401(k). [...]
Retirement is Your Never-Ending Summer
As summer draws to a close, we might be planning our last trip to the beach or a favorite weekend destination. Whether you choose to enjoy the long summer days by lounging around with a good book or doing something a little more physically [...]
Hot July – August 9th, 2021
Markets were up this week as nonfarm payroll numbers impressed analysts. July’s hiring figures came in at 943K, pushing the official unemployment rate down to 5.4%. PMI numbers continue to show expansion, revealing a mostly healthy business environment. COVID-19 cases have been rising nationally [...]
