A 2019 Market Review
Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we
The SECURE Act
Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the
The Benefits of Donating Appreciated Stock
In Matthew 6:20 Jesus encourages us to “…lay up for yourselves treasures in heaven…” One of the most basic ways that we can apply this teaching is to give generously of our financial resources to
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in
Saving Your Elderly Parents from Financial Fraud
Talk about precautions with the seniors in your family. Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult
Are You Retiring Within the Next 5 Years?
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should
When You Retire Without Enough
Start your “second act” with inadequate assets, and your vision of the future may be revised. How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million
Is Generation X Preparing Adequately for Retirement?
Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of
Behind on Your Retirement Savings?
What steps could you take to try and catch up? If life has not allowed you to build substantial retirement savings, what possible steps could you take in an effort to improve your retirement prospects?