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 [...]
How a Financial Advisor Can Help You Pursue Tax-Smart Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to [...]
3 Common Scams Aimed at Retirees
Cybercrimes aimed at older Americans have increased five times since 2014, and all too often, they're successful. Social Security and retirement account scams can be financially devastating and very difficult to correct, so know how to avoid them. Awareness is crucial - read about [...]
Quarterly Performance – August 2nd, 2021
Markets were mixed this week as Q2 GDP numbers disappointed analysts. Expectations were for growth to come in around 8.5% annualized, but growth registered just 6.5%. To be clear, 6.5% is incredible quarterly growth, but an expectations miss in growth projections of more than [...]
How Will Social Security Respond to Higher inflation?
inflation is on the rise, and Federal Reserve Chairman Jerome Powell recently testified to Congress regarding the Federal Reserve’s commitment to controlling inflation. He admitted that inflation is “well above target” but didn’t indicate any major changes in Fed policy in the near future.[1] [...]
