A Retirement Fact Sheet

Some specifics about the “second act.”      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. […]

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Monthly Economic Update

THE MONTH IN BRIEF – AUGUST 2019 July was a positive month for stocks and a notable month for news impacting the financial markets. The S&P 500 topped the 3,000 level for the first time. The Federal Reserve cut the country’s benchmark interest rate. Consumer confidence remained strong. Trade representatives from China and the U.S. […]

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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can.   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.   No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving […]

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Monthly Economic Update

THE MONTH IN BRIEF – JULY 2019 You could say June was a month of highs. The S&P 500 hit another record peak, oil prices reached year-to-date highs, and gold became more valuable than it had been in six years. (There was also a notable low during the month: the yield of the 10-year Treasury […]

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Retiring Single

You will want to replace your income; you will also want to stay socially engaged.   About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which also found that 22% of Americans aged 65-74 live alone.1   If you think you will retire alone and […]

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Monthly Economic Update

THE MONTH IN BRIEF – June 2019  Hopes for a quick resolution to the U.S.-China trade dispute faded in May as discussions broke down and rhetoric from both sides turned tough again. The disappointment lingered on Wall Street: the month saw losses for stocks. On Main Street, consumer confidence was strong and inflation tame. Mortgage […]

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Unrealized Loss and Gain

What they are; why they matter.   For many investors, it can be tempting to think of one’s portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they […]

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