Jun 10, 2019 | Pension Parameters, US stocks
Key drivers will likely be China’s growth and the Fed. Key takeawaysFed policy and the direction of China’s economy may prove pivotal to prospects for global growth.US core inflation may remain range-bound, allowing the Fed to be patient holding interest...
Jun 7, 2019 | Pension Parameters, Retirement Plans, Retirement Reality, Savings and Spending, tax benefits, Tax deductible, Tax Planning and Deductions
Talk with your loved ones about transferring assets and protecting your legacy. Key takeaways Talking with family members about plans to protect and transfer assets can help avoid unwelcome surprises after you or your spouse dies. Choosing the appropriate people to...
Jan 14, 2019 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The final quarter of 2018 had the feel of the highly volatile first quarter. The year began with enthusiasm as lower taxes sent stocks to all-time highs. This euphoria quickly subsided and morphed into a rapid 10% correction. Entering the fourth quarter, major U.S....
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...
May 28, 2017 | Asset Allocation, Do You Know, Pension Parameters, Retirement Plans
“The combination of working longer and waiting to start Social Security benefits is a reasonable way for older workers to address the modern realities of longer lifespans and meager retirement savings,” writes Steve Vernon in a cbsnews.com MoneyWatch article....
May 10, 2017 | Boomer Retirement, Health Care Costs, Pension Parameters, Retirement Plans, Retirement Reality
You can never go wrong with a Steve Vernon cbsnews.com MoneyWatch column, and this typically informative and gracefully written one–headlined How Boomers are Adjusting to Prospects of a Frugal Retirement—is no exception. Vernon writes: “Several years into...
