Insights

...more than 50% of their sample of pre-retirees say they "do not have a good estimate of their future Social Security benefits.

I cannot remember a time when I've seen such a wide disparity between what is happening in the economy and what is happening in the stock market.

KEY PLANNING & INVESTMENT DEADLINES SPRING 2020

Our topics include The SECURE Act, January Market Review, and Current Outlook. As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement.

Our topics - In the Media, What moved markets in 2019. First, let’s remember the events that led up to last year’s impressive rebound.

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, is famous for many things, but his annual letter to shareholders in an event many investors anticipate most eagerly.

Are you ready for retirement? Here is what you need in order to ensure you are prepared. This list is much more detailed than my outline posted on January 22nd.

I hope you will get some value from exploring these topics for the month: 5 Money Mistakes and How to Avoid Them, Jack Bogle - a brief tribute, January Market Recap, A Personal Note on the values of Your Best Path Financial Planning.

Medicare is a complex program. Use this checklist to help you stay on top of enrollment and make the process easier. Follow the steps in order and contact us if you hit a roadblock. Missing the deadline can be costly, so please do not put it off if you are 64 years old.

These are the categories of what you need to think about before you retire whether you are stopping work early or about to hit age 70. Discuss Retirement Goals and Aspirations with your spouse if you are married, and then your advisor. Will you work in retirement? How does family fit in? How will your day to day be changed?