News

14
Oct

5 Things To Consider When Building Your Retirement Financial Plan

5 Things To Consider When Building Your Retirement Financial Plan October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down and the holidays fast

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12
Oct

2018 – Q3 Quarterly Market Review

2018 – Q3 Quarterly Market Review 2017 – Q2 Quarterly Market Review Source: Retirement Researcher 2018 – Q3 Quarterly Market Review

5
Oct

Occam’s – The Impact of Unexpected Inflation

Occam’s – The Impact of Unexpected Inflation The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined

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1
Oct

Five Things to Add to Your Financial To-do List

Five Things to Add to Your Financial To-do List The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning. It’s a great time to review

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28
Sep

Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season

Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these individuals are looking toward their retirement future. From teachers

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10
Sep

The Art of Disciplined Investing

The Art of Disciplined Investing Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and don’t let yourself get distracted, you’ll reap the rewards

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8
Sep

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week (NPW), September 3 – 7, celebrated America’s employees and the payroll professionals

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5
Sep

What’s Really Going to Happen When Social Security Runs Out of Money

What’s Really Going to Happen When Social Security Runs Out of Money One of the hottest topics in retirement income planning over the past several years has been how to help individuals strategize on their Social Security claiming decisions. Source: Retirement Researcher What’s Really Going to Happen When Social Security Runs Out of Money

1
Sep

5 Signs You’re Ready to Retire

5 Signs You’re Ready to Retire You are nearing the average retirement age and each day it becomes closer and closer. The question is, are you ready to retire? Check out these 5 signs you’re ready to retire. Your Savings Exceeds Your Retirement Goals: At one time or another, you sat down and made an investment plan so you could

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31
Aug

3 Simple Ways to Save for Retirement

3 Simple Ways to Save for Retirement Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than

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