In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about …
The Fed Raised Interest Rates. Now What?
After a brief rally after the Federal Reserve announced its historic decision, markets ended another choppy week in the red, battered by plummeting oil prices and rocky investor sentiment. For the week, the S&P 500 lost 0.34%, the …
Continue Reading about The Fed Raised Interest Rates. Now What?
Special Update: New Budget Deal Affects Social Security Strategies
Facing down another government shutdown, the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs. President Obama is expected to …
Continue Reading about Special Update: New Budget Deal Affects Social Security Strategies
Rethinking Retirement
Listen to selections from the programs: Rethinking Retirement Radio with Hosts Virgil Dominic & Jonathan Herbruck, CFP For complete programs, click on a title below: You may have to allow an "Add-On". Also the files are …
Thriving During Volatility
After a tumultuous week with many ups and downs, markets regained ground to close in the black. For the week, the S&P 500 gained 0.91%, the Dow grew 1.11%, and the NASDAQ added 2.60%.[1] It's hard to watch your portfolio …
March Letter of the Month
Questions About RMDs? Here's What You Need To Know The rules around Required Minimum Distributions (RMDs) can be confusing and the penalties for failing to take the correct distribution can be severe. For that reason, we've …