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Monthly Economic Update – February 2022

Posted on February 9, 2022 by in Retirement Planning

U.S. Markets Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.  The Dow Jones Industrial Average dropped […]

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Retirement In Sight: How Much Will Saving an Extra $1k Each Year Help You?

Posted on January 12, 2022 by in Retirement Planning

Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? While there is no ready answer to this question thanks […]

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Monthly Economic Update – January 2022

Posted on January 10, 2022 by in Retirement Planning

U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Industrial Average picked […]

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Retirement In Sight: When You Are Within Five Years of Retirement

Posted on December 15, 2021 by in Retirement Planning

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some […]

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Monthly Economic Update – December 2021

Posted on December 9, 2021 by in Retirement Planning

U.S. Markets Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains. The Dow Jones Industrial Average took the […]

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Retirement In Sight: If the SECURE Act 2.0 Becomes Law, What Changes?

Posted on November 11, 2021 by in Retirement Planning

The SECURE Act altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. Now a legislative sequel, known popularly as SECURE Act 2.0, is proceeding through […]

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Monthly Economic Update – November 2021

Posted on November 3, 2021 by in Retirement Planning

U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.  The Dow Jones Industrial Average advanced 5.84 percent while […]

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Retirement In Sight: Robocalls, Robotexts: Protect Yourself and Your Money

Posted on October 13, 2021 by in Retirement Planning

Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however, […]

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Monthly Economic Update – October 2021

Posted on October 7, 2021 by in Retirement Planning

U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The […]

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Retirement In Sight: Possible Changes for Catch-Up Contributions

Posted on September 16, 2021 by in Retirement Planning

Possible Changes for Catch-up Contributions Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 […]

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