Blog & Articles

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 yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes…

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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…

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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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Volatility on Valentine’s Day

February 7, 2019

Valentine’s Day is supposed to be a day for romance and re-connection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax…

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