Posts Archive
Retirement
Don’t Retire; Just Stop Stressing
By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible. It is an opportunity to enjoy life without the worries that the daily grind of work entails. However, for many, working provides such structure and…
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What Will Retirement Look Like for You?
Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation. Today, retirement is different. People commonly live 20 or 30…
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5 Ways to Play the New Tax Law
Written by Joe Erickson, CPA The new tax law—known officially as the Tax Cuts and Jobs Act (TCJA) and signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…
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Financial Fitness for Women
Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here
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Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…
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Getting to Know Bonds
Many investors own bonds or debt based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is an “IOU” for money loaned by an investor to the bond’s issuer. In return for the…
Read More Don’t Plan for Retirement — Plan for an Encore Life
Written by Mark Jaeger, ChFC®, CFP® – CCO/COO Original article posted on Market Watch here.
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Five Strategies for Tax-Efficient Investing
You may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can offset up to $3,000 per year of the difference against ordinary income. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes,…
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A Strategy to Pursue Your Retirement Goals and Beat Inflation
Your retirement plan is designed to help you meet two important objectives — beating inflation and pursuing your retirement savings goals. The challenge is finding the right mix to strive for both. Why Be Concerned With Inflation? Technically defined, inflation is the rising cost of goods and services over time. Like termites invisibly gnawing at…
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Have You Checked Your Retirement Plan Lately?
It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you experienced any life changes? Since your last…
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