Blog & Articles

Retirement Egg Hunt

April 17, 2019

How to Find Hidden Assets in Your Strategy Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or…

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Do You Have Enough Income to Survive a Rainy Day in Retirement?

April 4, 2019

Everyone is familiar with the popular saying “April showers bring May flowers.” The arrival of spring also means the arrival of rainy weather. While rainy days are never fun, they signal the end of winter and the coming arrival of blossoming flowers and warmer weather.…

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Do NCAA Tournament Winners Predict Market Returns?

March 28, 2019

If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of games every weekend, buzzer-beating finishes and unbelievable upsets. If you’re like many fans, your bracket is already a mess. It’s…

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Tax Season Is Here:

March 20, 2019

4 Tax Tips to Consider for 2019 The deadline for filing your 2018 tax return is right around the corner. Have you filed your return…

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Bad Money Habits to Break

March 12, 2019

Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you…

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When Is Social Security Income Taxable?

March 6, 2019

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly income level…

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Is America Prepared to Retire?

February 26, 2019

A look at some ways to get ready. Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about having a “rainy day” emergency fund…

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Is the Downturn Threatening Your Retirement?

February 12, 2019

Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets ended 2018 on a down note. The S&P 500 finished the year down more than 6 percent, the first time…

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