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Retirement

Are You Avoiding Common IRA Mistakes?

Are You Avoiding Common IRA Mistakes?

  Please click on the image for details about our upcoming IRA seminar. For questions, call our office: 508-771-8900. To register, call 800-382-3439, ext 2.

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There’s Still Time to Contribute to an IRA for 2015

There’s Still Time to Contribute to an IRA for 2015

There’s still time to make a regular IRA contribution for 2015! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2015 ($6,500 if you were age 50 byDecember 31, 2015). For most taxpayers, the contribution deadline for 2015 is April 18, 2016 (April 19, 2016, if you […]

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MARKET WEEK: DECEMBER 21, 2015

By on December 21, 2015 in Insurance, Market Week, Retirement with 0 Comments

The Markets (as of market close December 18, 2015) Not entirely unexpected, the Federal Open Market Committee announced the first interest-rate increase since 2006. In support of its decision, the committee expressed cautious optimism that economic conditions will continue to strengthen. However, the committee’s sentiments weren’t enough to keep the markets from ending a volatile […]

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Withdrawals from Traditional IRAs

Withdrawals from Traditional IRAs

In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you?

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How Much Do You Know about Social Security?

By on January 24, 2012 in Newsletter Articles, Retirement with 0 Comments

Social Security is in the news more and more, as the first wave of baby boomers retire and economic pressures on the program increase. More than 90% of Americans are covered by Social Security,* but how much do you know about this important program?

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