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Monday, May 22, 2017

When it comes to selecting our financial portfolios Mr. Ben Bernanke, former Federal Reserve Chairman, is wise to ask the American people if we are factoring in political risk. It is no surprise speaking to a coworker, a family member...

 

Friday, April 7, 2017

What is the difference between the old pensions of yesterday and today's 401(k)'s? Employees understand that pensions are good for guaranteed income and many employer's no longer offer them because of the expenses. This leaves a heavy...

 

Wednesday, March 15, 2017

In the December issue of our newsletter, we shared an article by Robert Shiller of Yale, a Nobel-Prize winning economist, about his CAPE Index. That stands for Cyclically Adjusted Price to Earnings ratio, and in that article, he stated...

 

Friday, February 24, 2017

Healthcare is a huge issue. It should be no surprise that healthcare reform is in the news so often. My parents, your parents, and the young workers applying for jobs should be interested in what the crystal ball of healthcare holds....

 

Wednesday, February 15, 2017

Inflation is going up. See our February Newsletter for how we look at this current economy, markets, and political environment. There is a lot of risk in the market, including political risk. By Lucia Mutikani U.S. retail sales rose...

 

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Wednesday, February 8, 2017

As a husband, I easily get confused when talking to my spouse. I know we are different people and I tend to hang onto the words she says. This morning - hardly woken up - we just couldn't communicate our thoughts about our trainer's...

 

Tuesday, January 31, 2017

Good morning! After stretching my arms I smile as I ardently awake from my restful sleep. With my smartphone at my bedside I reach to see the daily news and tweets. A cohort of mine, that I can not say I readily agree with, posted...

 

Friday, January 20, 2017

As I watch the inauguration of our 45th President of the United States many questions started circling in my mind... including how our past Presidents were inaugurated. Take the quiz and find out how much you know. By ASSOCIATED PRESS...

 

Wednesday, January 18, 2017

By TIM HERRERA JAN. 18, 2017 You’ve probably thought about what will happen to your finances, your possessions and maybe even your real estate when you die. But what about your Facebook account? Or your hard-drive backups? For...

 

Monday, December 5, 2016

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Monday, November 28, 2016

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Monday, November 21, 2016

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Friday, November 4, 2016

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Monday, October 31, 2016

Always do your background checking before investing

 

Monday, October 31, 2016

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Monday, October 31, 2016

Robocall scams cost Americans $350 million While companies work with the FCC on technical fixes to this scourge, here's what you can do to cut the unwanted calls.

 

Friday, October 21, 2016

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Friday, September 30, 2016

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Wednesday, September 28, 2016

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Monday, September 26, 2016

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Thursday, September 22, 2016

Includes Isakson amendment to create level playing field, increase access for retirement income solutions

 

Friday, September 16, 2016

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Monday, September 12, 2016

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Friday, September 9, 2016

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Wednesday, September 7, 2016

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Friday, September 2, 2016

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Wednesday, August 31, 2016

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Monday, August 29, 2016

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Friday, August 26, 2016

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Wednesday, August 24, 2016

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Friday, August 19, 2016

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Monday, August 15, 2016

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Friday, August 12, 2016

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Wednesday, August 10, 2016

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Friday, July 29, 2016

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Wednesday, July 27, 2016

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Friday, July 22, 2016

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Wednesday, July 20, 2016

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Monday, July 18, 2016

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Wednesday, July 13, 2016

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Monday, July 11, 2016

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Wednesday, July 6, 2016

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Friday, July 1, 2016

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Wednesday, June 22, 2016

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Monday, June 20, 2016

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Friday, June 17, 2016

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Thursday, June 16, 2016

Opinion: The typical American couple has only $5,000 saved for retirement

 

Wednesday, June 15, 2016

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Monday, June 13, 2016

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Friday, June 10, 2016

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Wednesday, June 8, 2016

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Monday, June 6, 2016

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Wednesday, June 1, 2016

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Friday, May 27, 2016

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Thursday, May 26, 2016

Who Will Pay For Mom's Or Dad's Nursing Home Bill? Filial Support Laws And Long-Term Care

 

Wednesday, May 25, 2016

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Monday, May 23, 2016

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Wednesday, May 18, 2016

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Monday, May 16, 2016

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Friday, May 13, 2016

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Wednesday, May 11, 2016

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Friday, April 22, 2016

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Wednesday, April 20, 2016

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Monday, April 18, 2016

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Friday, April 15, 2016

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Wednesday, April 13, 2016

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Monday, April 11, 2016

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Friday, April 8, 2016

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Thursday, April 7, 2016

Top 10 Medicare Mistakes Common errors can be costly, but here's how to avoid them http://www.aarp.org/health/health-insurance/info-2014/medicare-mistakes-to-avoid.html?cmp=sf39702941+sf39702941

 

Wednesday, April 6, 2016

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Monday, April 4, 2016

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Friday, April 1, 2016

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Wednesday, March 30, 2016

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Monday, March 28, 2016

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Wednesday, March 23, 2016

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Monday, March 21, 2016

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Monday, March 7, 2016

A new study of U.S. law firms looks at how managers' personal political views affect gender roles at work.

 

Wednesday, March 2, 2016

37 banks into 4

 

Tuesday, February 9, 2016

Safeguard Your Digital State If you died, what would happen to your email archives,social profiles and online accounts? Without your passwords, your loved ones may be unable to shutdown your Facebook page, access your accounts, and...

 

Sunday, February 7, 2016

FTC Detects New Social Security Scam You look in your email inbox and see the subject line “Get Protected.” Well, we all want that! Upon opening the email, you learn that the Social Security Administration (SSA) is...

 

Monday, January 25, 2016

Investing legend Jack Bogle: 'Stay the course'

 

Tuesday, December 22, 2015

Think you'll work in retirement? Better plan now

 

Wednesday, December 9, 2015

What will be the Impact of a Fed Rate Hike?

 

Monday, November 23, 2015

Don’t buy legal documents online without reading this story

 

Friday, November 20, 2015

Despite the increased volatility and uncertainty seen in the markets in 2015, the United States is actually on track to do something it hasn’t done in a decade. According to a recent study, the U.S. economy is poised to grow at...

 

Friday, October 30, 2015

The end of “file and suspend” social security claiming strategy as well as the spousal “restricted” application. This is a huge change for many couples who were planning on using this strategy, which Congress has now deemed a “loophole...

 

Tuesday, September 29, 2015

Consumer spending, business investment revised higher

 

Tuesday, September 22, 2015

Check these 7 retirement blind spots

 

Monday, September 21, 2015

Avoid this common retirement planning mistake

 

Wednesday, September 16, 2015

A user’s guide to how different Internet companies treat our digital data when we die: Google: First to create an “Inactive Account Manager” tool to choose who should have access to emails, photos, documents, YouTube videos and other...

 

Wednesday, August 26, 2015

Attorneys in federal suits seeking benefits say SSA will follow lead of Supreme Court decision striking down same-sex marriage bans

 

Tuesday, August 25, 2015

The Florida Retirement System (FRS) newsletter has just come out. They report that as of June, 2015 there are 239 retirees (and surviving beneficiaries) over the age of 100. The oldest retiree will turn 112 years old next month and...

 

Monday, August 24, 2015

Here’s a thought on the stock market ups and downs: this is what markets do, and this is not abnormal, but this is why we plan with your risk tolerance in mind. Here’s a great article from the New York TimesAdvice After Stock Market...

 

Monday, May 18, 2015

The addition of Robert Wroblewski to our team as a Client Services Representative. Robert assists in client support and focuses on integrating clients' needs into the big picture view. He has been employed in the financial services...

 

Tuesday, May 6, 2014

A well-designed plan is necessary for successful investing, but you must also have the discipline to stay on course, rebalance, and tax-manage, as needed.