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Playing Catch-Up with Your 401(k) or IRA

By on December 1, 2016 in Featured, Newsletter Articles with 0 Comments
Playing Catch-Up with Your 401(k) or IRA

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.1 Your own savings may be on more solid ground, […]

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2016 Trustees Reports Project Social Security COLA, Medicare Premiums, and Long-Term Outlook

2016 Trustees Reports Project Social Security COLA, Medicare Premiums, and Long-Term Outlook

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The 2016 reports, released on June 22, 2016, project a small Social Security cost-of-living adjustment (COLA) and Medicare premium increases for 2017, and discuss ongoing financial challenges. […]

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QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

The Markets (as of market close June 30, 2016) In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the month. The Fed left interest rates […]

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Handling Market Volatility

By on February 2, 2016 in Featured, Monthly Commentary with 0 Comments
Handling Market Volatility

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.  

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

By on February 2, 2016 in Featured, Newsletter Articles with 0 Comments
Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact […]

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Medicare Premiums and Other Costs for 2016

By on November 13, 2015 in Featured with 0 Comments
Medicare Premiums and Other Costs for 2016

November 13, 2015 During the past several weeks, you may have seen media reports announcing that Medicare Part B premiums would be rising dramatically for some beneficiaries in 2016. But thanks to a provision in the Bipartisan Budget Act of 2015 signed into law on November 2, affected beneficiaries face more modest increases next year. […]

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Reviewing Your Finances Mid-Year

By on June 10, 2015 in Featured, Newsletter Articles with 0 Comments
Reviewing Your Finances Mid-Year

You made it through tax season and now you’re looking forward to your summer vacation. But before you go, take some time to review your finances. Mid-year is an ideal time to do so, because the demands on your time may be fewer, and the planning opportunities greater, than if you wait until the end […]

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Retirement Withdrawal Rates

By on May 13, 2015 in Featured, Newsletter Articles with 0 Comments
Retirement Withdrawal Rates

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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Geopolitics and U.S. Markets: Global Static or Major Influence?

By on October 2, 2014 in Featured, Uncategorized with 0 Comments

Protecting Your Loved Ones with Life Insurance

By on September 4, 2014 in Featured, Insurance with 0 Comments
Protecting Your Loved Ones with Life Insurance

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a great need for life insurance. However, as you take […]

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