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The Chapters of Retirement

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them.  The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Chapter 1 (the fifties). At this stage of life, retirement becomes less like a far-off dream and more like a forthcoming reality. You begin to think about when you can retire, and about taking the right steps to retire comfortably.   By [...]

By |2017-03-28T08:17:16-04:00February 11th, 2016|Financial Fitness, Retirement, Well-being|Comments Off on The Chapters of Retirement

White House Proposes Changes to Retirement Plans

White House Proposes Changes to Retirement Plans A look at some of the ideas contained in the 2017 federal budget.  Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 federal budget, with the goal of making such programs more accessible. Here are some of the envisioned changes. Pooled employer-sponsored retirement programs. This concept could save small businesses money. Current laws permit multi-employer retirement plans, but the [...]

By |2017-03-28T08:17:17-04:00January 28th, 2016|Business/Economic News, IRA, IRA Rollover, Retirement|Comments Off on White House Proposes Changes to Retirement Plans

Why You Should Stay in Stocks in 2016

Why You Should Stay in Stocks in 2016 One bad trading day is not the year.   The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering ... should you really be invested in stocks right now?  Yes, you should be. In moments like these, investors should not panic and overreact to the headlines. Instead, they should take the long view of stock market investing. Impulsive selling now can lead an [...]

By |2017-03-28T08:17:17-04:00January 14th, 2016|Business/Economic News, Investing, Personal Finance, Stock Market|Comments Off on Why You Should Stay in Stocks in 2016

Making and Keeping Financial Resolutions

Making and Keeping Financial Resolutions What you might do (or do differently) in the months ahead?     How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking, what New Year’s resolutions might you want to [...]

By |2017-03-28T08:17:17-04:00January 4th, 2016|Personal Finance, Retirement, Saving & Budgeting, Savings and Investing|Comments Off on Making and Keeping Financial Resolutions

Holiday Wrap-Up – 2015

A look back at 2015 thus far The year in brief.While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the index would tread water. The consensus forecast among 13 top analysts (their opinions compiled by Business Insider) called for the end to benchmark this year at 2,213.At Thanksgiving, the S&P was hovering near 2,100. [...]

By |2017-03-28T08:17:17-04:00December 17th, 2015|Bond Market, Business/Economic News, Investing, Stock Market|Comments Off on Holiday Wrap-Up – 2015
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