Posts by webteam
Leaving (or Left) Your Job?
Navigating Your 401(k) ‘During The Great Resignation’
The last few years have been a rollercoaster ride of changes. Our personal lives have transformed in ways most of us likely never imagined. Our work lives have shifted, and…
Read MoreStatus Update: Young Adults in America
Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment, and dramatic socio-economic turmoil. Not…
Read MoreMarket Thoughts: Looking Ahead and Abroad
The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…
Read MoreRMDs in 2021
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to…
Read MoreCollege Savings: An Update
Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief…
Read MoreMidyear Market Outlooks
In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…
Read MorePutting Inflation Expectations in Perspective
Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…
Read MoreThe Social Security Decisions
It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy. Working with a financial professional, including licensed…
Read MoreAre You Paying Too Much in Taxes in Retirement?
Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes buy…
Read MoreThe Changing Story of Retirement
History Has a Way of Repeating Itself If you look at stories throughout history, they often share the same themes, similar characters and frequently even the same outcomes.
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