Weathering the Storm: How Market Volatility Impacts Retirement & What You Can Do About It

Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and looked forward to enjoying their golden years. But then came a market downturn. Suddenly, [...]

2025-05-05T14:29:25+00:00May 5, 2025|Blogs, Economy, Investing, Stock Market|

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 [...]

2025-04-21T17:25:31+00:00April 21, 2025|Blogs, Financial Planning, Investing, Retirement Planning|

Slower Rate Cuts, The Market, and Your Finances

Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move... and with it, your account values may as well. Recent market volatility, driven by the Federal Reserve’s [...]

2025-02-10T16:51:42+00:00February 10, 2025|Blogs, Economy, Investing, Stock Market|

How LLIMMT Can Impact Retirement Savings

Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial [...]

Recent Tax Changes Boost 529 Plan Benefits

529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These modifications have expanded the versatility of [...]

2024-12-09T15:47:38+00:00December 9, 2024|Blogs, Financial Planning, Investing|

Differences Between Traditional and Roth IRA

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their own unique features, advantages, and [...]

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 [...]

2024-09-30T16:29:55+00:00September 30, 2024|Blogs, Federal Reserve, Investing|

The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care

In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has [...]

Balancing Income and Growth in Your Retirement Portfolio

First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have [...]

2024-06-10T07:01:39+00:00June 10, 2024|Blogs, Investing, Retirement Income & Savings|
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