Uncategorized Thanks to New Law, Expanded Use of 529 College Savings Accounts The Secure Act, a federal law attached to broader spending legislation, now allows 529 plans…webadminFebruary 6, 2020
Uncategorized Should You Max Out Your 401(k)? Consider your financial strategy and goals when determining the right amount to put in a 401(k) plan. If your employer offers a 401(k) plan, taking advantage of the potential savings this retirement…webadminFebruary 3, 2020
Uncategorized Here’s where most Americans are really getting their retirement income The so-called three-legged stool of retirement income — Social Security, pensions and savings — is…webadminJanuary 27, 2020
Uncategorized Americans are Confronted by a Looming Retirement Income Shortfall Americans are living longer, so those retiring today and in the future must plan for…webadminSeptember 23, 2019
Uncategorized Do this with your 401(k) as the Market Tanks!! There's one market correlation you can count on: When the markets plummet, calls to 401(k)…webadminAugust 5, 2019
Uncategorized USAA sells Wealth-Management business to Charles Schwab for 1.8 Billion. San Antonio-based USAA announced that it’s selling its investment management business to Ohio-based Victory Capital…webadminJuly 30, 2019
Uncategorized The Secure Act may flood your 401(k) with annuities. Here’s what you should know About 75% of 401(k) participants are interested in a guaranteed income option. (more…)webadminJuly 30, 2019
Uncategorized Dow rallies 200 points to close above 27,000 for the first time ever!!! The Dow Jones Industrial Average rallied to a record high on Thursday, led by UnitedHealth shares, after…webadminJuly 11, 2019
Uncategorized 8 Retirement Planning Red Flags If something doesn’t seem right in your retirement savings strategy, the best time to figure…webadminJune 10, 2019
Uncategorized Dow jitters? How to avoid investment blunders as the market skids Has the Dow’s big tumble this week, sparked by renewed jitters over the U.S.-China trade…webadminMay 8, 2019