News & Updates

saver

What Every Saver Needs To Know

This week’s article focuses on the fact that while “everyone’s retirement is different, 2022 is going to have some big differences from 2021 that will affect almost every retiree and retirement saver to some degree.”

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risks

Biggest Risks To Your Retirement

What can be done to reduce those risks? You’ve been saving for years and have finally retired. There are so many world events going on, both domestically and abroad, that the only constant now seems

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What does it mean?

What Does it Mean to You?

We’ve received questions from some of our clients asking what a hike in the Fed rate means to them. As a result, we reached out to an investment strategist to see what they said. “This

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Shy away

Don’t Shy Away

A recent study found that “33 percent of people don’t think they would qualify for life insurance.” We hope you aren’t shying away from discussing the topic of life insurance because you think the same

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Contribution

Reminder to Take Advantage

With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution to your IRA or other qualified account. While you are at it, why not make

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Taxes

Taxes

With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement

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Pension

State Pensions and Russia

Last week many people heard about the Kentucky Teachers’ Retirement System losing more than $3 million when it sold off its direct investments in a Russian Bank. (read more here) However, they aren’t the only

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Bear market

The News, and What it Means to You

With news reports saying the markets are nearing “bear market territory,” people are starting to ask us what that actually means. Let’s start with definitions: “A bear market is when a market experiences prolonged price

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Stay On Track

Stay On Track

There are many factors to understanding whether you are on track to meet your financial goals for retirement. These not only include what you have set aside in savings and investments, but your rate of

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