Retirement SolutionsBLOG

We help individuals and families pursue their ideal retirements.

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…

Lifetime Income: Options, Misperceptions and Realities

September 26, 2018 |

Overview Lifetime income sources generally provide minimum payouts to help cover everyday expenses. In most cases, these benefits are not impacted by fluctuations in the investment markets. For example, Social…

Hello World

August 30, 2018 |

Hello World Text

U.S. Trade Update

August 23, 2018 |

Overview At the heart of President Trump’s policy is his conviction that China has used predatory tactics to challenge American technological dominance. He has accused the country of obliging U.S.…

Fixed Indexed Annuities: Consider the Alternative

July 27, 2018 |

Speculator or Investor

May 23, 2018 |

Fourth of July by the Numbers

June 29, 2017 |

Courtesy of History.com.

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