Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard
The Federal Reserve’s Unprecedented Moves
What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small,
Roth IRA Conversion in the Era of COVID-19
Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to
Coronavirus & More
The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival
Retirement Is a Beginning
See if you are prepared to begin your retirement by answering four key questions. How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your
That First Distribution from Your IRA
What you need to know. When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum
Debunking Common Retirement Assumptions
Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop
A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of
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