Monthly Archives: February 2018

Types of Risk to Consider

You’ve worked hard your entire career to set yourself up for an enjoyable life in retirement, but did you take into account the different types of risk when preparing your retirement plan? Nowadays, it’s a lot more common for people to live well into their nineties and even surpass the century mark. While it’s great [...]

By |2018-02-27T00:00:27-05:00February 27th, 2018|Financial Planning|

Go for Gold in Your Retirement Strategy!

PYEONGCHANG 2018 | Getty Images Imagine training your entire career for one moment, one chance to perform at your very best. You had your entire routine down, but somewhere along the way in your planning, you forgot to sharpen your outside blade of your skate. Next thing you know, you caught an edge on your [...]

By |2018-02-20T00:00:30-05:00February 20th, 2018|Financial Planning, Retirement Planning|

Prepare to Make the Winning Play in Retirement

According to the National Retail Federation, this year’s Super Bowl spending surpassed $15 billion in America with an average spend of roughly $80 per fan. The Super Bowl is a national event, even for folks who aren’t fans of the sport. Whether it was on food, beverages, team apparel, TVs or decorations, you likely put some [...]

By |2018-02-09T17:46:20-05:00February 9th, 2018|Financial Planning, Retirement Planning|

3 Steps to Crash-Proof Your Retirement Plan

Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]

By |2018-02-06T13:34:35-05:00February 6th, 2018|Financial Planning, Retirement Planning|

Let’s Celebrate Roth IRAs!

In 1998, the Taxpayer Relief Act was passed by Congress to create the Roth IRA. It got its name from Senator William Roth who sponsored the legislation. A Roth IRA is an individual retirement account, a type of qualified retirement plan that’s funded with after-tax dollars so therefore the contributions being made are not tax [...]

By |2018-02-02T00:32:56-05:00February 2nd, 2018|Financial Planning|
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