5 reasons why people outlive their money in retirement

Every year since 1996 TransAmerica runs it annual Retirement Survey. This report canvases thousands of every day working Americans concerning retirement preparedness. While reading through the 2017 survey I was not surprised to find that the number one fear among Americans concerning retirement was outliving their money.  Running out of money in retirement should be […]

Are You Using This Retirement Savings Account?

Are You Using This Retirement Savings Account? Do you make less than $122,000 a year ($193,000 if married)? Do you have children with earned income less than that? If you answered yes to either of these, then are you contributing to a Roth IRA? If you are good for you! If you are not, then […]

2019 Guide to Retirement

  Last Tuesday JP Morgan had its annual call that discusses the changing trends and topics in the retirement landscape. We wanted to put together a summary of the most important points brought up during the call along with some of our thoughts. Market Outlook JP Morgan’s Chief Economist Dr. David Kelly pointed out that […]

New IRS Contribution Limits 2019

As 2018 comes to an end, we like to look back at projections for the S&P 500 index that top Wall St. strategist made for the year and what they are expecting for 2019. The S&P 500 ended the year down 6.24% after one of the worst fourth quarters in history.

Plan Now for Less Pain Later

Whether you are approaching retirement or still in the height of your working years, it is always a good idea to review your estate plan and named beneficiaries on accounts. We have discussed in the past the benefits of doing such here and here. Naming beneficiaries can direct your money to your loved ones in […]