Jun 27, 2019 | Estate Plan, financial plan, Uncategorized
Do you remember when you last reviewed your estate plan?If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do).It is...
Jun 11, 2019 | 401 progress, 401(k) fees, 401(k) limits, 401k, 401K happiness, family wealth, financial plan, Uncategorized
We all have been in the situation of deciding whether to cash out our 401(k) upon termination of employment or roll it over to an IRA. This is an excellent article on the “mistake” of taking the money and the ramifications this decision carries. Key takeaways There...
Jul 18, 2018 | 401k, aging, Assets, financial plan, Retirement Plans
MARKET UPDATE: SECOND QUARTER 2018 After a tenuous first quarter, the global stock markets produced mixed results. On the winning side: U.S. stocks proved superior to international stocks and emerging markets, small and mid-sized U.S. companies outpaced...
Apr 17, 2018 | 401k, financial plan, Markey Volatility, Pension Parameters, Retirement Plans, Risk and Rewards
MARKET UPDATE: FIRST QUARTER 2018 The first quarter was a wake-up call to all investors enjoying an extended period of higher stock prices, low volatility, and stable low interest rates. After multiple record setting stock market highs in January, the long awaited...
Dec 5, 2017 | financial plan
Resolve to manage taxes, invest for the future, and plan for the unexpected. Key takeaways: Manage taxes to help keep more of your money. Review your investment mix. Plan for the unexpected. Now that you’re retired, or nearly there, you may find that you need to...
Dec 4, 2017 | 401k, financial plan
Setting goals and sticking to a plan can help set the tone for a successful year. Key takeaways Resolve to improve your finances in 2018 by setting a manageable number of goals and committing to a plan to achieve them. Stick to your resolution by tracking your...
