Retirement SolutionsArticles

We help individuals and families pursue their ideal retirements.

How Could America’s Debt Affect You?

December 2, 2019 |

Money has become easier to borrow thanks to the federal government slashing interest rates three meetings in a row. Lower rates make it cheaper for households and businesses to borrow…

Stuck in the Middle with You

September 6, 2019 |

47% of Americans between the ages of 40 and 59 have children young enough to live at home and parents old enough to need caregiving aid.1 Economists have dubbed this…

Tips to Help Avoid Running Out of Money in Retirement

July 8, 2019 |

One of the biggest concerns we hear about retirement is running out of money. This is understandable because we don’t know how long we will live, what our future costs…

Tips for Your Recent College Graduate

June 3, 2019 |

During the economic decline of the recession many households struggled, with the loss of income people stopped investing for college and retirement. This means many of the children from that…

Tips for a Successful Wealth Transfer

May 2, 2019 |

Overview Baby boomers, the demographic born between 1946 and 1964, are the wealthiest generation in history. As they continue to age, a major wealth transfer is expected as they pass…

How the Strength of the Dollar Impacts the Market

April 4, 2019 |

Overview Up until 1973, the value of the U.S. dollar was determined by the Bretton Woods international monetary system. After 1973, the federal government decided to base the value of…

Working and Saving for Retirement

March 26, 2019 |

There are several ways to save money for retirement while you are working. Here are a few tips on what to be aware of when it comes to your retirement…

2019 Stock Market: What the Experts Say

March 21, 2019 |

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s…

Donate Your RMD to Charity & Save on Taxes

February 11, 2019 |

You’ve spent years contributing to your tax deferred 401(k)s and IRAs and as you withdraw money from these accounts in retirement, income tax is due. At the age of 70…

Women & Money

January 28, 2019 |

Overview Although women have made great strides in the workplace and politically, they still face economic challenges. While women-owned businesses account for nearly 40 percent of all privately held firms…

What to do in a Market Correction

December 14, 2018 |

Overview A correction is technically defined as when the market declines by 10 percent from a recent peak. It’s worth noting that corrections are a very normal part of the…

Interest Rate Watch

November 30, 2018 |

Interest Rate Watch In late September, the Federal Reserve raised its key short-term interest rate to 2.25 percent from 2.0 percent, in its third increase of the year.1 The good…

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