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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...


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...

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...

For many working people, the ominous feeling begins on Sunday night. They know that when they wake up on Monday, they are going to have to make it through another tough day at work —research says...

When investing for retirement, success is most likely when you give much less attention to the things you have no control over. For example, if you're constantly monitoring the short-term behavior of...

If you want to start a lively discussion among a group of retirement experts, just casually toss out the question, "What's the best age to start taking Social Security?" The reason the answer to...

You've probably heard the saying, "If you keep doing the right things, you'll eventually get the results you want." This wise advice applies to situations where you're putting in a lot of effort but...

Even as the stock market has continued to recently climb month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut...

The holidays, especially Christmas, are supposed to be a time of joy and goodwill. But when you're feeling the pressure to give a "significant" gift, not only are you the opposite of joyful, but that...

There are obvious advantages to working past the typical retirement age of 65. First, of course, is money. Making an income and continuing to save while not drawing down your nest egg can have a big...