Blog categorized as Weekly Blog

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and, by that point, are putting more money away for retirement.

A recent study by the Transamerica Center for Retirement Studies c...

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP IRA and 401(k) plans offer tax deductions on contributions and tax-deferred growth on earn...

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers, and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1

One issue in the political divide between parties is disagreement about the role ...

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers, and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1

One issue in the political divide between parties is disagreement about the rol...

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may wan...

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may wan...

According to Merrill, four of the most common risks to your retirement strategy are:1

• ​A significant market drop shortly before or early in your retirement
• Inflation reducing your spending power over time
• Unexpected medical and/or long-term care expenses
• ​Outliving your assets

Once you have a good idea...

It’s also important to stay abreast of the tax-related ins and outs of inherited IRAs. If you are the deceased account owner’s spousal beneficiary, you have several options — one being that you can basically treat the account as your own. However, if you’re a non-spouse beneficiary, your options a...

The sharing economy also provides other cultural, non-monetary benefits, such as social capital. This is the advantage of networking with a variety of different people. Over time, a Lyft driver learns transportation routes throughout their community, all while overhearing or engaging in conversati...

Market Trends to Watch

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and s...