How to Manage Withdrawals Throughout Retirement

Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event.

Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits the best for you.  Do you receive benefits at the earliest age or wait until your full benefit age?

One thing that has plagued the financial services industry is ‘trust’ of the industry.  Unfortunately, there are many reasons that some people have developed a distrust of financial companies and the individuals that work for them.

Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money?

On May 24 th , 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse.

Credit scores are used in our country as a method to determine an individual’s financial responsibility.  The three-digit credit score means more than just the possibility of fiscal responsibility to the lender.

Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time.

How did you learn to manage money and understand the value of investing?  Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself?

suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients.

At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it?  Is this all there is to life?” while considering the path ahead of you.

The financial services industry is still recovering from the effects of the financial crisis.  Positive impacts from the crisis include new regulations and clients taking an increasingly active role in their economic destiny.

Since President Trump announced his intention to impose tariffs on all countries the stock market has been reacting-based on investor concerns in reaction to the media.

For those of you that have ever hired a personal trainer--you know what that experience is all about.  The first day is the one that you will never forget because it was hard both physically and mentally.

Receiving a large sum of money through an inheritance or other windfall can be stressful, exciting, and confusing all at once. Managing a large sum of cash can seem overwhelming, particularly if it’s an experience you’ve never had before.

In April 2018 Facebook’s CEO, Mark Zuckerberg’s admittance of Facebook user’s data used by Cambridge Analytica in our last presidential election has caused an emotional reaction in Americans and lawmakers alike.

We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working?

Despite the fallout to investor’s portfolios, job losses, and the overall downward turn of the American economy during the recession, we have benefitted from relatively low inflation rates.

2017 was a bad year for the credit industry- data breaches and multiple lawsuits.  But it’s becoming apparent that Americans overall are going to have a worse 2018 compared to last year as the trend of acquiring more debt increases.

Many Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.

The ability for a business to offer a 401(k) plan is often seen as the benchmark of a large, successful company.