Blog
What Does the SECURE Act Mean for Your Retirement?
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The…
Nearing Retirement? Give Yourself This Gift This Holiday Season
It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you…
How the Markets Performed in 2019 and Tips to Prepare for 2020
Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and…
You’ll Be Thankful You Made These Retirement Decisions
What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for…
Volatility vs. Risk: What’s the Difference and How Do They Impact Your Portfolio?
Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can both refer to market downturns, they don’t…
Three Investing Mistakes that Can Haunt Your Retirement
It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be…
Four Financial Steps to Take Before the End of the Year
Fourth Quarter Planning Checklist It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip…
Your First Year of Retirement: Why It Can Be More Stressful Than You Think
Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and saved your entire career to get to this point. Very soon, you’ll be able…
Is September the Worst Month for Investing?
Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For…
Women & Retirement Planning: 2 Unique Challenges
Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85…
