News Update

retirement fact sheet

A Retirement Fact Sheet

  |   News Update   |   9 Comments

Some specifics about the “second act.”   Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken...

Read More
end-of-the-year money moves

End-of-the-Year Money Moves

  |   News Update   |   8 Comments

Here are some things you might consider before saying goodbye to 2019.   What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or...

Read More
Rebalancing Your Portfolio

Rebalancing Your Portfolio

  |   News Update   |   No comment

Should investors make regular adjustments?   Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?   It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time,...

Read More