3 New Retirement Rules That May Change Retirement As We Know It

3 New Retirement Rules That May Change Retirement As We Know It

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A successful retirement plan is one that must be not only created and written but also revisited annually to account for changes we can and cannot control. There are three pending proposals being considered in Congress that may change the landscape of retirement savings and distributions. The goals are to increase the flexibility of retirement […]
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Why Working Has Become the New Retirement

Why Working Has Become the New Retirement

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The gap has narrowed between planning to work in retirement and actually doing so. For years, many workers nearing retirement have professed plans to work part-time during retirement. But few retirees have actually continued working part time. Things are changing. A recent survey of pre-retirees and retirees shows that the gap between planning to work in […]
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Don’t Fall for the Suspended Social Security Number Scam

Don’t Fall for the Suspended Social Security Number Scam

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Follow best practices to keep your identity and savings well-protected. Scams trying to steal your Social Security information are on the rise. More than 35,000 people reported Social Security imposter scams to the Federal Trade Commission in 2018, up from 3,200 in 2017. As a result of this crime, consumers lost more than $10 million […]
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5 Things to Know About the Yield Curve and Market Volatility

5 Things to Know About the Yield Curve and Market Volatility

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The volatility illustrates the tug of war between investment opportunity and risk. Market volatility returned in recent weeks, with equity market swings of 1% or more becoming a daily occurrence. Day traders may be the only investors enjoying the sudden changes in market sentiment, and low summer trading volumes may be magnifying market moves. Market […]
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A Recession Won't Wreck Your Retirement...But This Will

A Recession Won’t Wreck Your Retirement…But This Will

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Do the financial markets have your attention? We assume so. After all, the 800-point drop in the Dow was the worst day in the U.S. stock market this year. And while many investors missed it, the December 2018 plunge in stock prices capped off a 20% decline which started in October. That could have put […]
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What Is the Maximum Possible Social Security Benefit in 2019?

What Is the Maximum Possible Social Security Benefit in 2019?

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Here’s what you need to do to get Social Security payments for $3,000 per month or more. The average monthly Social Security payment for retirees was $1,471 in June 2019. But many retirees receive over $2,000 per month from the Social Security Administration, and payments could be as much as $3,770 in 2019. The maximum […]
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Congress is Considering Big Changes to the Way You Retire

Congress is Considering Big Changes to the Way You Retire

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A string of pending proposals on Capitol Hill could change the way current and future retirees live. But that’s assuming they can first get through both Houses of Congress. And time is ticking as August recess has already begun. After that, there’s just four months left to the year. Even if pushing the changes through […]
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New House Bill May Change How You Plan for Retirement

New House Bill May Change How You Plan for Retirement

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The House of Representatives recently passed a bill that may complicate retirement planning options for Americans. The House passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 on May 23. If enacted into law, it could be tricky for Americans who are not financially savvy investors. Some of the changes could […]
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How to Prevent Senior Fraud

How to Prevent Senior Fraud

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Senior fraud account for 5 million cases in the United States annually, resulting in $27.4 billion in losses. Most victims don’t report it, due to embarrassment. As awareness of this senior fraud grows, so does the brazenness of those committing the frauds. Too Trusting = Susceptibility Seniors seem to be most susceptible to fraud and […]
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10 Major Upcoming IPOs to Watch in 2019

10 Major Upcoming IPOs to Watch in 2019

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As markets brushed off a wildly volatile end to 2018, many investors were shaken as the New Year began. But even uncertain investors knew one thing: 2019’s upcoming initial public offerings would include a ton of high-profile, world-class young companies that don’t come around too often. Many, like Uber, Lyft, WeWork, and Pinterest, were worth […]
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