What Today’s Workers Can Expect From Social Security Tomorrow
Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not Continue Reading →
Don’t Get Spooked By The Markets!
Dear Clients and Friends: The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased Continue Reading →
Planning the Withdrawal of Your Retirement Assets
An efficient withdrawal strategy can significantly improve the overall performance and longevity of a retirement portfolio. Certain tactics for drawing cash from retirement assets may have more favorable tax implications Continue Reading →
SRI: Invest Like a Feminist
The money you spend and invest can have a substantial impact on the world around you. That’s the idea behind Socially Responsible Investing or SRI. It allows investors to identify Continue Reading →
SRI: Investing is Your Superpower
More and more people are looking for ways to “vote with their dollars” and my clients are no exception. Investing in line with your values, also known as Socially Responsible Continue Reading →
Will the Stock Market Be Up, Down, or Sideways When You Retire?
How will the stock market affect your retirement strategy? A bull market can promote overconfidence. You may be lulled into thinking that the major indices will rise for years to come. Continue Reading →
Market Commentary–Back to School Edition
It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably Continue Reading →
What Can You Do About Your Credit Score?
Roughly half of millennials have bad credit. Consumer credit reporting agency TransUnion says that 43% of borrowers in the 18-36 age bracket have credit scores under 600. For a generation crushed Continue Reading →
Reduce the Generation Gap in Your Family’s Finances
Many families cite saving for children’s or grandchildren’s education as one of their top financial goals. If you are among this group, you may want to consider a 529 college Continue Reading →
Why Bonds?
In the current climate of skyrocketing stocks, what’s an investor to do? For most of us who remember 2008, upbeat news in stocks is tempered by nervousness about a recession Continue Reading →