Market Commentary: S&P 500 Makes New Highs Amid Solid Breadth Even as Job Growth Weakens
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
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Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation
Ladies … listen up!… there’s still time … Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?
How to Decide the Best Place to Live When You Retire
One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?
The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.
Future Funding of Social Security Is A Pivotal Piece To Retirement Security
You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.
Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
Took Their Ball and Went Home: Staying in Play with Job-Creators
Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).
