Retirement Income and the traditional portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A Look at Diversification
Don’t put all your eggs in one basket: an old saying that may apply to your investments. To adequately diversify,…
Best Performing Asset Classes
Is the impulse to be safe keeping you away from the financial markets? According to Yale University’s Crash Confidence Index,…
Getting a Head Start on College Savings
College, kids and costs. The U.S. Department of Agriculture estimates a middle-income family with a child born today can expect…
Money that Buys Good Health is Never Ill Spent
Health-care coverage (including Medicare) typically does not cover extended medical care. With healthcare expenses in the spotlight, it‘s incumbent upon…
Social Security: The $64,000 Question
When you choose to take Social Security might impact your retirement income. Find out how. Before considering how personal circumstances…
The Anatomy of an Index
The S&P 500 is ubiquitous. Ever wonder how it works? The S&P 500 is ubiquitous – we see it on…
Social Security: Five Facts You Need to Know
Here‘s 5 facts about Social Security you absolutely need to know. Social Security can be complicated and, as a result,…
Inflation – Back to the Future
Even low inflation rates can impact your retirement outlook over time. Will the levels of U.S. public debt and loose…
Three Key Questions to Answer Before Taking Social Security
Three important questions to consider before you start taking Social Security. Social Security is a critical component of the retirement…
Travel, Without the Baggage
The hassles (and fees) of checking in luggage can be eliminated with these smart planning tips. Air travel is stressful….