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
Uncategorized Baby boomers face retirement crisis — little savings, high health costs and unrealistic expectations. April is National Financial Literacy Month, but this week is National Retirement Planning Week, which…webadminApril 22, 2019
FiduciaryUncategorized Is Your Financial Advisor a Fiduciary? If not, Why? Fiduciaries have a "duty to care." That means these obligations extend beyond the first meeting.…webadminApril 16, 2019
Uncategorized Happy New Year!! Here’s How to Handle Stock Market Turbulence and Focus on Long-Term Goals in 2019 Rather than focusing on the turbulence, wondering whether you need to do something now or…webadminJanuary 2, 2019