Mid-May Update

Unemployment At 50 Year Low:  Economy The labor market is as strong as it’s been in 50 years. The US economy added 263,000 jobs in April which marked the 103rd straight month of gains. Unemployment fell to 3.6%. The last time unemployment was that low, 350,000 rock and roll fans were attending a festival called [...]

By | 2019-05-20T17:31:49-04:00 May 20th, 2019|Planning, Retirement, Social Security|0 Comments

Mid-September 2018 Update

Download in PDF Format for Easy Printing of the Entire Update Corporate Profits Hit New Record:  Economy Revised estimates released on 8/29 revealed that the U.S. economy grew at 4.2% (Annual rate) in Q2 of this year, slightly better than the initial estimate of 4.1%.  Included in this release were estimates of corporate profits; On [...]

By | 2018-10-25T11:45:23-04:00 September 13th, 2018|401k Planning, Planning, Retirement|0 Comments

Mid-April 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Here comes the Boom!:  Demographics  Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the United States may look like in the future. Over 73 million minors, under 18 years of age, currently out [...]

By | 2018-10-25T12:09:03-04:00 April 10th, 2018|Financial Planning, Medicare, Planning|0 Comments

Mid-March 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Amazon, Microsoft and Netflix Carry S&P 500 According to a recent wall street journal report, (dated 2/22/18), Amazon has accounted for 27% of the S&P 500 gains this year, followed by Microsoft and Netflix. Based on Dow Jones data Amazon, Microsoft and [...]

By | 2018-10-25T12:03:36-04:00 March 13th, 2018|Financial Planning, Investing, Medicare, Planning, Retirement|0 Comments

How To Think About Your Social Security

As more Americans enter retirement or semi-retirement without a lifelong income stream from a corporate pension, it can’t hurt to think about how you can maximize your social security – or at least not ruin your benefit! According to Right Capital financial planning software, there are at least 567 possible claiming strategies for a married [...]

Avoid These 5 common Medicare Mistakes

Are you signed up for Medicare? Medicare will help you cover certain healthcare costs, but you must pay for the privilege. Many people roll their eyes when they even think about dealing with healthcare and it can be very complicated to navigate Medicare or any insurance program or policies. Luckily, we are here to help. [...]

By | 2018-01-25T16:15:49-05:00 January 25th, 2018|Advisor, Financial Planning, Planning|0 Comments

Financial Advising During a Divorce

The following is a guest post from Jordan Herring who works with the New York based Colwell Law Group. Enter: Jordan Are you considering getting a divorce in New York? If so, one of the most important things that you will need to think about is your finances. Not only are financial issues one of [...]

By | 2017-11-02T10:48:54-04:00 November 2nd, 2017|Financial Advisor, Planning, Retirement|0 Comments

Trends you need to know about retirement income investing

When an American retired in the 50’s or 60’s they often did so with a full pension, social security and a life expectancy of 9 or 12 years. The future retiree should expect less income from corporate pensions and government entitlements and perhaps 20, 25 years or more of active and/or assisted retirement years. Advancements [...]

By | 2017-10-26T12:14:04-04:00 October 26th, 2017|Income, Investing, Planning, Retirement|0 Comments

Ignore Sector Funds Risk at Your Own Peril

The Definition of 'Sector Fund' according to Investopedia : A stock mutual, exchange-traded or closed-end fund that invests solely in businesses that operate in a particular industry or sector of the economy.  Because the holdings of this type of fund are in the same industry, there is an inherent lack of diversification associated with these funds. [...]

By | 2017-09-29T18:37:05-04:00 September 29th, 2017|Planning, Sector funds|0 Comments