News & Updates

Change

Some Things Have Changed

“On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today’s savers are facing some challenges

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Tax rules

Tax Rules on Retirement Accounts

Tax-advantaged accounts, or qualified accounts, allow your portfolio to grow without the impact of taxes. This is a major benefit when it comes to saving for your goals. There are multiple retirement account options to

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Two FAQs

Two Frequently Asked Questions

Two of the most frequently asked questions when considering life insurance: What financial benefits will be available to survivors after your death What will their needs be?  These are the most common types of benefits:

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Slow and steady wins the race

Slow and Steady Wins the Race

“Slow and steady wins the race” is an idiom we’ve all heard. But you probably haven’t thought to apply it to planning for retirement. Taking a slower, more consistent approach often leads to a better

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saver

What Every Saver Needs To Know

This week’s article focuses on the fact that while “everyone’s retirement is different, 2022 is going to have some big differences from 2021 that will affect almost every retiree and retirement saver to some degree.”

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risks

Biggest Risks to Your Retirement

What can be done to reduce those risks? You’ve been saving for years and have finally retired. There are so many world events going on, both domestically and abroad, that the only constant now seems

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What does it mean?

What Does it Mean to You?

We’ve received questions from some of our clients asking what a hike in the Fed rate means to them. As a result, we reached out to an investment strategist to see what they said. “This

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Shy away

Don’t Shy Away

A recent study found that “33 percent of people don’t think they would qualify for life insurance.” We hope you aren’t shying away from discussing the topic of life insurance because you think the same

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Contribution

Reminder to Take Advantage

With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution to your IRA or other qualified account. While you are at it, why not make

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Taxes

Taxes

With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement

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Pension

State Pensions and Russia

Last week many people heard about the Kentucky Teachers’ Retirement System losing more than $3 million when it sold off its direct investments in a Russian Bank. (read more here) However, they aren’t the only

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Bear market

The News, and What it Means to You

With news reports saying the markets are nearing “bear market territory,” people are starting to ask us what that actually means. Let’s start with definitions: “A bear market is when a market experiences prolonged price

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Stay On Track

Stay On Track

There are many factors to understanding whether you are on track to meet your financial goals for retirement. These not only include what you have set aside in savings and investments, but your rate of

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Tax Refund

Tax Refunds

We are well into tax season, which means more and more individuals are beginning to think about their tax refunds and what they can do with them. The solution relates to how healthy the individual’s

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Not Enough Time

Not Enough Time

We often think of retirement in terms of years. We think about how there isn’t enough time left in our lives to do all the things we planned on doing. That same thought of ‘not

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Social Security

Social Security Survivor Benefit

We are often asked, “When is the best time for a widow or widower to collect the social security survivor benefits, they have become entitled to?” If you or someone you know have questions about

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retirement can sneak up on you

Retirement Can Sneak Up on You

We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way, some of them expected and

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Reevaluate your budget

Reevaluate Your Budget

A new year often means a fresh start! Reevaluating your financial needs, budget, and savings is also often done now. Building a budget or adjusting the one you already have is one step, as is

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