BROWSE OUR BLOG TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
Is It Time to Refresh Your Annuity? Here’s Why You Might Consider It
Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is ever-evolving, and what worked a few years ago might not be the best fit today. With rising interest rates, inflation concerns, and innovative annuity products entering the market, now might be a great time to reassess your annuity strategy. Capitalizing [...]
March 2025 Market Watch
March 6, 2025 Market Health Indicator - Current Score The Market Health Indicator (MHI) measures market health on a scale of 0 - 100, analyzing various market segments such as economics, technicals, and volatility. Higher scores indicate healthier market conditions. Markets were mixed in February as investors dealt with a number of uncertainties After a strong start to the year, US [...]
February 2025 Market Watch
February 5, 2025 Market Health Indicator - Current Score The Market Health Indicator (MHI) measures market health on a scale of 0 - 100, analyzing various market segments such as economics, technicals, and volatility. Higher scores indicate healthier market conditions. Markets kicked off the new year on a positive note with both stocks and bonds delivering broadly positive results. Following a [...]
How to Support Your Aging Parents Without Sacrificing Your Financial Stability
Supporting your aging parents is one of the most meaningful things you can do—but what happens when their financial needs start to clash with your own? The last thing you want is to jeopardize your own future while trying to help them. Fortunately, with some careful planning, you can strike a balance between generosity and financial health. Have the Money [...]
Is a Roth IRA Conversion in Your Future?
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows for Roth conversions can lead to significant tax advantages and may enhance retirement income. Here are key opportunities to consider: During Market Downturns Market declines [...]
April 2025 Market Watch
It was another bumpy month as tariff uncertainties continued to drive volatility. Inflation ticked slightly lower and the labor market reported relatively healthy jobs growth for the month. However, consumer sentiment slumped to its lowest level in over two years as expectations regarding business conditions, unemployment, and inflation worsened for the year ahead. The tech-heavy Nasdaq 100 was the laggard [...]
January 2025 Market Watch
January 7, 2025 Market Health Indicator - Current Score The Market Health Indicator (MHI) measures market health on a scale of 0 - 100, analyzing various market segments such as economics, technicals, and volatility. Higher scores indicate healthier market conditions. Santa failed to deliver an end-of-year rally as markets fell flat in December While 2024 was largely a positive year for [...]
How Lower Interest Rates Could Impact Your Money
The Federal Reserve recently announced their decision to lower interest rates, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to your retirement finances if you rely on interest-earning accounts like money market accounts, CDs, and savings accounts.[1] The Impact on Interest-Earning Accounts Interest-earning accounts, known for their stability and, of late, their relatively higher yields, [...]
