Posts Tagged ‘Social Security’
Balancing Investor Euphoria With Market Reality
Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing posts from…
Read MoreFinancial Strategies in 2018
One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has…
Read MoreDigital Tools for Tax Season
Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure…
Read MoreMitigating Risk Goes Beyond Asset Allocations
What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can…
Read MoreA Look at the Potential Effects of Tax Reform
The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use…
Read MorePreparing for Retirement — Do You Have a Plan?
For much of the 20th century, many employees who spent decades working for one company typically received a pension plan. According to the Center for Retirement Research at Boston College,…
Read MoreThe Ultimate Guide to Claiming Your Social Security Benefits
If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole…
Read MoreWomen’s Issues and Retirement
In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…
Read MoreKeep an Eye on Interest Rates
Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The…
Read MoreExploring the Behavioral Biases of Investing
Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may…
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