When it comes to retirement planning, it can easily feel like a numbers game. For instance, you’ll need to consider: the age you plan to retire, how much money you’ll need for living expenses, and so forth. But is retirement really ALL about numbers? Numbers give us a baseline to …
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we know things are already different as we see more Americans wanting to plan for their futures. Our parents and grandparents …
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially. With the start of a New Year, are you ready to focus on ways to improve your financial …
Read moreAre You Ready for a New Year & New Financial Focus?
The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security retirement benefits starting in January 2021. The increase of 1.3 percent will increase $20 per month for the average American worker and is calculated based on the year-over-year inflation rate. The most significant change starting this …
Read moreSocial Security Benefits Will Change Forever Starting in 2021
2021 will be a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you will be later. If you are ready to make more headway on your retirement savings in 2021, keep reading to …
With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market volatility can vary depending on factors, including gridlock in the House and Senate, and a newly elected future President Biden. Tracking trends like this in the stock market tends …
COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving them front and center for those saving for retirement and those already retired: Healthcare costs. With the Affordable Care Act’s …
2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election. This recap is for you to see what we have already been through as we look toward a brighter future as we assess what …
As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect world, there would be one age that would be ideal. However, your unique circumstances and goals will dictate the best time …
Read moreWhen is the Best Time to Take Social Security Retirement Benefits?
COVID-19 is changing the way business is conducted, resulting in economic fallout and stock market declines in many parts of the world. However, here in the U.S., while companies are closing, the stock market remains resilient in the middle of an economic crisis. Why does Wall Street appear to be …
