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Archive for the ‘What We’re Reading’ Category

October 11th, 2017

Groundhog Day in October?

385117 04: Cloudy, one of the groundhogs at Brookfield Zoo in Brookfield, IL., contemplates an exit from her wooden home on Groundhog Day, February 2, 2001. The weather-prognosticating groundhog did indeed see her shadow, a sign that winter will last another six weeks in North America, according to the time-honored custom. (Photo by Tim Boyle/Newsmakers)

The past three months looked and felt pretty much like the previous three quarters, evoking memories of the famous movie, “Groundhog Day”. Seems like we wake up to the same…
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November 19th, 2015

New Federal Budget Ending These 2 Powerful Social Security Strategies

New Federal Budget Ending These 2 Powerful Social Security Strategies-media-1

Changes to Social Security law catch experts by surprise Squirreled away in the federal budget deal passed on November 2nd was an unwelcome surprise for those approaching retirement age: changes…
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September 28th, 2015

The Advantages of Waiting to Claim Social Security

The Advantages of Waiting to Claim Social Security-media-1

A recent survey by the Nationwide Retirement Institute found that 83% of recent retirees started taking social security before full retirement age. Most people are eligible to claim social security…
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September 9th, 2015

Retirement: It’s Longer Than You Think

Retirement: It’s Longer Than You Think-media-1

Retirement — we refer to it as the “Golden Years.” We imagine retirement as the sunset of our lives, the end cap on a long life that begins with childhood,…
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September 1st, 2015

The Wealthy Worry About Retirement, Too

The Wealthy Worry About Retirement, Too-media-1

Even the wealthy aren’t immune to worrying about retirement. That was the conclusion of a new study released by the LIMRA Secure Retirement Institute, which found that less than half…
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July 30th, 2015

Social Security Disability Fund Solvency: Robbing Peter to Pay Paul?

The Social Security system has repeatedly faced crises over the years, and each time changes were made that resulted in maintaining solvency for an extended period. In 1983, President Reagan…
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May 8th, 2015

Warren Buffett Weighs in on Inflation and Risk

  If someone were to ask you, what carries the highest risk — cash or stocks? Before you are tempted to blurt out, “stocks,” take a moment to listen to…
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Our certified financial professionals have a unique process to help individuals plan for retirement. Whether you're retiring in a few years or in 20, we'll share valuable news, insight, planning tools & a local perspective.

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