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…

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…

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…

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…

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…

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…

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…

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…

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 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…

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…

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…