Retirement Resource

Please enjoy these financial updates from our strategic partner Gradient Investments April 2022 was not kind to either bond or stock holders.  Stocks were down significantly, and in what has been a pattern this year, bond markets did not provide any relief and were down as well.  The predominant concern of the market remains inflation […]

There has been a lot of chatter recently by economists and news outlets using the word “recession”. Understanding that it could happen and understanding how to handle it are different matters. If you are one of those nearing retirement or in retirement that have no strategy, you may be right to worry. Planning for a […]

Raising children is something often done by parents in the prime of their life, typically between the ages of 20 and 50. By the time retirement comes around, most of the children are off on their own, leaving the parents to finally take a well-deserved rest. Aside from occasional contact with their young grandchildren, grandparents […]

Looking back at the past few weeks, the market has made some investors nervous. Market volatility can lead to some serious stress but what are the best ways to respond to this uneasy feeling? When dealing with market volatility, it’s important to keep several things in mind to avoid making major mistakes. Have a Plan […]

When couples get married the finances are typically left to one person. It is rare for both parties in a marriage to handle the finances together. In some cases, it is the wife that is leaving the husband to handle all financial issues. This may be common in some relationships, but it is not exactly […]

With all of the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial life, you may be inadvertently neglecting other parts. One often-overlooked financial aspect is retirement […]

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire! You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years. Slow down for a minute, though. It can be tempting after working for so many years to start […]

When it comes to retirement savings, one of the best options available to those who don’t have a workplace retirement plan is an IRA. These savings vehicles allow for future retirees to save up to $6,000 per year in a tax-advantaged manner as of 2019. Those who have reached age 50 can add another $1,000 […]

The Forty-hour work week paired with a busy schedule tends to be a recipe for stress and burn out. While practicing daily self-care in small increments is an important piece to preventing burn out, periodically taking a prolonged break from our responsibilities and stressors is equally as important. According to Dr. Krauss of Psychology Today, […]

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his retirement benefits will be available when he is ready to collect. The Future of Pensions Those […]