Financial Planning

Tariffs or No Tariffs… Are You Prepared for a Changing Market?

If there’s one thing that’s for certain about the market, it’s that nobody knows what will happen next. Recently, the Trump administration announced new steel and aluminum tariffs.  Tariffs are special taxes that the government places on a product being imported from a foreign country. The new law creates a 25% tax on any foreign [...]

By |2018-03-26T21:51:21-04:00March 26th, 2018|Financial Planning|

3 Tips to Find Your “Pot O’ Gold” in Retirement

If you’re like most people, whether or not you have an Irish heritage, you likely took part in some sort of Saint Patrick’s Day festivities over the weekend. Perhaps you made a corned beef and cabbage dinner, sipped on a glass of Jameson whisky, or maybe you caught some of the local parade on TV. [...]

By |2018-03-19T23:35:05-04:00March 19th, 2018|Financial Planning, Retirement|

What Does an Extra Hour of Daylight Mean for Your Retirement?

Winter is now coming to a close, and spring isn’t too far off in the distance. Over the weekend, we moved the clocks forward for daylight savings time. Although you may have lost an hour of sleep, you can’t argue with having those extra hours of daylight. Whether you’re approaching retirement or already retired, most [...]

By |2018-03-13T00:00:24-04:00March 13th, 2018|Financial Planning, Retirement Planning|

4 Helpful Tips That Can Enhance Your Retirement

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived [...]

By |2018-03-06T00:00:44-05:00March 6th, 2018|Financial Planning, Retirement Planning|

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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