Becca

Don’t Forget These Important Retirement Documents

Don’t Forget These Important Retirement Documents

By Becca / January 16, 2019 / Comments Off on Don’t Forget These Important Retirement Documents

  Estate planning is not always an easy subject to think about, but it’s even harder to think about what will happen if you don’t have a plan. We know that retirement planning can be overwhelming, and that there’s a lot to take into account when creating your strategy. But, it’s vital to remember that…

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Weekly Market Thought of the Week – How the China Stimulus Impacts Global Growth

By Becca / January 14, 2019 / Comments Off on Weekly Market Thought of the Week – How the China Stimulus Impacts Global Growth

The World Bank asserts that China manufactured the fastest sustained expansion by a major economy in history. Over nearly four decades, from 1979 to 2017, China’s real gross domestic product (GDP) grew at an average of 9.5 percent a year. Click Here to view the full Market Thought of the Week!

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Figuring Out a 401(k)

Figuring Out a 401(k)

By Becca / January 9, 2019 / Comments Off on Figuring Out a 401(k)

Most large private employers offer their employees a 401(k) account. This is a tax-friendly retirement plan that allows you to use payroll deductions through saving and investing. It’s become a vital part of retirement planning as the traditional pension plan slowly fades. But to figure out all there is to know about 401(k)s, you have…

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Weekly Market Thought of the Week – 2018 Year in Review & Market Outlook

By Becca / January 8, 2019 / Comments Off on Weekly Market Thought of the Week – 2018 Year in Review & Market Outlook

The U.S. labor market was solid throughout 2018, with 2.6 million jobs added during the year, compared to a gain of 2.2 million in 2017. The unemployment rate ended the year (as of November 2018) at 3.7%, which was lower than the 4.1% rate at the close of 2017. A strong job market, along with…

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You and Your Spouses Second Honeymoon

You and Your Spouses Second Honeymoon

By Becca / January 2, 2019 / Comments Off on You and Your Spouses Second Honeymoon

One aspect of retirement that often gets overlooked is how your relationships change once you retire. You go from having friendly small talk and happy hour drinks with your coworkers, to having the freedom to choose who you spend your time with. This can be especially complicated for married couples to navigate. There is a…

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Retirement Expectation vs. Reality

Retirement Expectation vs. Reality

By Becca / December 26, 2018 / Comments Off on Retirement Expectation vs. Reality

When most people envision retirement, positive images start forming. We picture spending days lounging on the beach or practicing our favorite hobbies, we envision having free time to spend with friends and taking the grandkids on countless adventures. But it’s becoming clear that so many people associate only upbeat feelings with retirement, that it might…

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Weekly Market Thought of the Week – Keep Calm and Carry On

By Becca / December 24, 2018 / Comments Off on Weekly Market Thought of the Week – Keep Calm and Carry On

As 2018 comes to an end, investors naturally begin to anticipate what the next year will bring, whether it’s progress on the trade discussions, the future of Brexit, or what will happen with the Federal Reserve (Fed) monetary policy. While it is important to think about the future, it is hard to predict or know…

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Tax Efficient Strategies for Charitable Giving

Tax Efficient Strategies for Charitable Giving

By Becca / December 19, 2018 / Comments Off on Tax Efficient Strategies for Charitable Giving

As the seasons change and the holidays come and go, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about where extra income will come from and…

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Weekly Market Thought of the Week – Global Monthly Focus

By Becca / December 17, 2018 / Comments Off on Weekly Market Thought of the Week – Global Monthly Focus

November was yet another roller coaster ride for the markets. The S&P 500 Index dropped 3% during November over concerns of a global economic slowdown and falling oil prices but closed the month up 2% following unexpected dovish comments from the federal reserve (Fed). Driven by a strong rebound in Chinese equities, MSCI Emerging Markets…

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Rules of Retirement to Consider

Rules of Retirement to Consider

By Becca / December 12, 2018 / Comments Off on Rules of Retirement to Consider

We’ve followed rules our whole lives. Whether it was listening to your teacher when they instructed you to raise your hand before speaking, your parents rule of looking both ways before you cross the street or being taught to stop at a red light when you finally learn how to drive, rules are everywhere. But,…

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