Retirement SolutionsArticles

We help individuals and families pursue their ideal retirements.

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…

Are We in a Corporate Debt Bubble?

October 26, 2018 |

2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has been sustainable. The stock and bond markets continue to perform…

Retirement Readiness

October 10, 2018 |

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50…

Sign up for our Newsletter!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a education event.

Or give us a call at 801.465.6990