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First Quarter 2025
Quarterly Reports 04/22/2025
Order of Operation The process a sailor goes through to reduce sail is called reefing. Every boat is rigged a little bit differently but the one thing they have in common is that there is a detailed...
It's easy to think about the stock market like it's a retirement program. That's certainly how it seems to function as you save toward that goal. Typically, you've accumulated a lump sum and/or set...
Almost 90 percent of people 65 and over want to age in their current homes or communities, and 77 percent of those 50 and older want to remain in their current homes as they age, according to AARP...
When nearing retirement, another strategy to consider: Use periodic withdrawals from your 401(k) to serve as an income resource—a bridge—until you finally start collecting Social Security benefits....
Approaching retirement? What you do with your retirement account in the years leading up to retirement could affect your financial well-being for years to come. One option to consider is rolling over...
Overcoming Barriers “Life is pain, and anyone who says differently is selling something.” ~ Dread Pirate Roberts, “The Princess Bride” Will tariffs be the end of us? Lately I am reminded of my...
One of the biggest motivators for speculative investing remains hidden to most people. If you ask someone who buys and sells stocks with the goal of realizing short-term gains why they do it, they...
Getting your finances under control can bring benefits to many areas of your life. First of all, being on a budget, having funds set aside for unexpected expenses, and putting away money for...
A survey of retirees conducted by OnePoll in partnership with ClearMatch Medicare, found that on average they had to stop working more than a year and a half earlier than they had planned. As a...
We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than...