The New SECURE Act
A quietly-publicized tax bill worked its way through Congress last year and was signed into law on December 20th. Known as the Setting...
Muddled Markets, The Media, And Our Minds
Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what...
Q2 2019 Investment Briefing
The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment...
The Impact of Working Part-time In Retirement
More and more Americans are finding that after a planned and well-earned retirement, they still have a desire to work. Nearly 55% of...
A Mortgage Free Retirement May Not Be The Best Financial Decision
A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to...
Current Workers More Confident About Retirement Than Actual Retirees
64% of today's workers [1], according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat...