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…
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. The reason withdrawals…
Does Your Portfolio Fit Your Retirement Lifestyle?
A retiree‘s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours? Most portfolios are constructed…
Inflation and your money
The CPI has shown low inflation since ’09. Are your prices rising faster than the average?
Should You Borrow from Your 401(k)?
The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the…
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker…
Three Key Questions to Answer before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it,…
Volunteering in Retirement
“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will…
Trends in Charitable Giving
Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S….
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…
Healthcare Costs in Retirement
American workers are split about 50/50 when asked if they are confident they will have enough money to pay for…