One of the most important considerations in retirement planning is deciding when to start receiving your Social Security retirement benefits. Getting the timing right is critical to maximizing the benefits accrued during a lifetime of work. Far too many people remain unaware that claiming Social … Read More
Monthly Stock Market Review – April 2018
April was a positive month for US stocks while overseas markets struggled, posting negative returns for the month. The Aggregate bond index dipped as yields continued to rise. The dollar and commodity indices both rose in value. U.S. & International Stock Index … Read More
Future Income Streams During Retirement
The biggest fear for most when they retire is the possibility of not having enough money to live the lifestyle they want. Sure, there’s social security, but that’s really just the baseline of reliable retirement income. To ensure you can live retirement comfortably and do as you wish, you’ll need to … Read More
Monthly Stock Market Review – March 2018
March was not much better for investors than February. Both US and international equity indices were negative for the month, with the exception of the midcap and small cap indexes which ended the month positive. With equity weakness we were not surprised by the positive bid US Treasury bonds caught … Read More
Reviewing Your Current Finances and Health Before Retirement
When planning for your retirement, you need to review both your current finances and the overall health of both you and your partner. Once you’ve done that, your retirement plan starts to piece together a lot better. Please utilize the information and checklist below to ensure you retire on time and … Read More
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