News

2
Dec

Dare to Dream: Your Success Depends on It

Dreaming and goal setting are interrelated; first, you dream about what you want, then you determine how to obtain it. Our dreams should help guide us to make the right choices at the right time and in the proper manner. But merely dreaming about something is not enough; we must set goals to achieve it. In psychology, goal setting refers

Read more

25
Nov

Today’s Pre-Retirees: Financial Planning with a Contingency Plan

Financial planning with a contingency plan is a requirement for all those who expect to retire at some point. The demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now, there is a converging demographic between countries, thanks to world aid

Read more

18
Nov

Social Security 2020: Increasing Taxes, Payments, and the Full Retirement Age

Social Security Retirement benefits are set to increase in 2020- a modest 1.6% increase for the average retired worker that adds an extra $24 per month to their retirement check. Retired couples will see their combined benefits grow to $40 per month. This cost of living (COLA) increase is one of the smallest over the past twenty years and will

Read more

11
Nov

World Trade: Is It Just Regulated Politics?

StaThe World Trade Organization (WTO) is the only global international organization dealing with the rules of trade on a worldwide scale. It is a place for member countries to settle arguments and negotiate trade deals. But what happens when negotiations between two counties go awry, and tariffs continue to apply for long periods? The WTO can only intervene when its

Read more

7
Nov

Is Lowering Interest Rates Good for the Economy and the Markets?

In this article we look at the effect lowering interest rates can have on the economy and the markets. Interest rates can have a positive or a negative effect on the U.S. economy, the stock markets, and your investments. When The Fed changes the Federal Funds Rate (the rate at which banks can borrow money to lend to businesses or

Read more

13
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

Read more

9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

Read more

7
Jun

Sizzlin’ Summer Series: PART 2

Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4

Read more

13
May

Sizzlin’ Summer Series: PART 1

Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,

Read more

10
Apr

April is Financial Literacy Month

April is Financial Literacy Month Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make

Read more