Sep 30, 2021 | Investing, Retirement, Uncategorized
Blog “5 Overlooked Facts About IRA’s” IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts. A recent article...
Sep 23, 2021 | Retirement, Social Security
Blog “The Current State of Social Security” It’s obvious, the last 12 to 18 months has been tough and we’ve seen firsthand effects of how the pandemic has impacted the economy and our everyday lives. A question that maybe some of us have started to...
Sep 17, 2021 | Investing, Uncategorized, Weekly Financial Thought
Blog “New Under-The-Radar Retirement Account” For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s). However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to...
Sep 9, 2021 | Coronavirus, Weekly Financial Thought
Blog “The Supply Crunch for Talent” Thankfully, the unemployment rate has been steadily decreasing since April of 2020 when it was 14.8% at its peak. As of August, 2021, the unemployment rate is now back down to 5.2% (it was as low as 3.5% before...
Sep 3, 2021 | Investing Goals, Retirement, Weekly Financial Thought
Blog “Most Americans are Unprepared for Retirement” Perhaps this type of headline gets old, but the unfortunate reality is that it’s true! Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...
