Recent Posts from Admin


November 08, 2019 10 tips for living a fulfilling (and fun!) retirement

Recently, one of our advisors, Joyce, ran into an acquaintance at the grocery store who’s been retired for about six months. Naturally, Joyce asked …

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November 01, 2019 3 ways to get the most value from your advisor

Travel back 50 years, or so. When you were little, did you ever team up with your siblings or friends to try and build something? Maybe a blanket …

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October 25, 2019 Retirement Insecurity: Who's Most at Risk?

If we were to ask you who faced the most financial risk in retirement from the following list, which would you choose: married women in two-income …

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October 18, 2019 October 2019 Market Update

A recent study revealed that just 20% of Americans believe stocks will be the best investment over the next 10 years1. Clearly, people are worried …

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October 11, 2019 Q&A: Will ‘unretiring’ mean less Social Security?

I just turned 64, I’ve been retired for a few years, and I’m claiming Social Security. However, I’ve started to become a little restless, so I’m …

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October 09, 2019 Automatic Enrollment and Auto Escalation Boost Participation and Savings Rates

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as automatic …

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September 27, 2019 3 Key RMD Considerations

If you’re serious about saving and you contribute the maximum to a tax-deferred retirement account such as a 401(k) or IRA, you should be commended. …

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September 20, 2019 September 2019 Market Update

As an investor, there are a lot of things that can cause you to panic and make hasty decisions with your money. Fortunately, if you have a good …

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September 13, 2019 Watch out! These are the hidden taxes you still pay in retirement

Your entire working career, you’ve paid taxes. Income taxes, Medicare taxes, Social Security taxes – just to name a few. And perhaps you thought …

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