Countdown to Retirement – One Last Task…..

Retirement can give you plenty of freedom to enjoy your family, friends and hobbies. However, it can also mean facing the fact that we’re all getting older and need to plan for some of the “less fun” parts of aging. The good news is a…

Countdown to Retirement Checklist – 2 steps closer!

Dreaming of everything you want to do in retirement sounds fun, right? On the other hand, making a list of things you need to do before you retire may not be as exciting — but it can help ensure you’re able to pursue all of…

Countdown to Retirement Checklist- Part 1

Before you walk out of work with your final paycheck, help get prepared for what awaits you in retirement with these first two tasks from our “countdown-to-retirement” checklist: Task #1: Determine your vision for retirement. This is an important step to making sure the next…

Infrastructure Could Bridge Political Divide

Is it a secret that American politics are contentious, divided and rocky? Yet, one topic has the potential to bring both sides to the table: Infrastructure. The Republicans and Democrats may not agree on the details; after all, infrastructure spending necessitates funding. Conservatives worry about…

The Science Behind Decision Making

In the 1940s, 90 percent of the stock market was owned by individual household investors. Today, with the widespread use of investment banking and mutual fund investing, individuals are responsible for trading only 20 percent of U.S. corporate equity.1 Do we no longer trust ourselves…

Investment Trends for 2017

There are plenty of changes on tap for the 2017 investment horizon, not the least of which is a new business and investment-minded president in office. In its investment outlook for 2017, J.P. Morgan reports that the slow economic growth trend of the last eight…

Take a Look at Life Insurance

Middle-aged adults have a plethora of middle-aged financial priorities. It’s hard to even call them priorities because each one is important; it’s just a matter of spreading the money you have across a variety of different needs. In fact, a typical mid-life checking account might…