Monthly Economic Update – August 2022
U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the…
DetailsRetirement In Sight: Who Claims Social Security at 62, and Why?
In a perfect world, most would consider waiting until their full retirement age to file for Social Security. The longer you wait to claim your retirement benefit, your monthly Social…
DetailsMonthly Economic Update – July 2022
U.S. Markets Stock prices were lower in June as recession talk prompted investors to manage risk in their portfolios. The Dow Jones Industrial Average lost 6.71 percent, while the Standard…
DetailsRetirement In Sight: Health Savings Accounts for Retirement
If you have the chance to open a Health Savings Account (HSA), you might want to take a look. An HSA is a tax-advantaged account that you can use to pay for qualified medical expenses.
DetailsMonthly Economic Update – June 2022
U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average…
DetailsRetirement In Sight: Rethinking Retirement
Some of the “conventional financial wisdom” circulating about retirement may need a second look because those assumptions may not prove true for everyone. Or, to put it another way, sometimes…
DetailsMonthly Economic Update – May 2022
U.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market. The Dow Jones Industrial Average lost…
DetailsRetirement In Sight: A Spring Cleaning for Your Retirement Strategy
Spring cleaning: you tidy up, organize, and put things in order. You can take a “spring cleaning” approach to your retirement, just as you can with your home or garage.…
DetailsMonthly Economic Update – April 2022
U.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks to their first monthly gain of the year. The Standard & Poor’s 500…
DetailsRetirement In Sight: A Strategy for Monetary Gifts for Family
Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth. First, the…
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