Posts By: justin

9 Mar 2016 No Comments

How retirees can plan for the unexpected

Many people anticipate their future living expenses as they approach retirement, aiming to pad their nest eggs so they’ll be able to live comfortably on a fixed income. It’s the […]

9 Mar 2016 No Comments

Spending in Retirement is a Balancing Act

How to spend down your money may be the missing link in your retirement plan. Nearly two-thirds of savers approaching retirement don’t have a strategy for which assets to tap […]

22 Feb 2016 No Comments

Why Bear Markets Are So Painful

Please read Why Bear Markets Are So Painful (click here)…

1 Feb 2016 No Comments

4Q2015 IWM Market Analysis

4Q2015 IWM Market Analysis (click here)

1 Feb 2016 No Comments

4Q2015 IWM Market & Economic Review

4Q2015 IWM Market & Economic Review (click here)

1 Feb 2016 No Comments

4Q2015 IWM Investment Insights

4Q2015 IWM Investment Insights (click here)

5 Jan 2016 No Comments

2016 Key Numbers Related to Retirement, Tax, and Financial Planning

Please see the following PDF files for 2016 Key Numbers: 2016 Comprehensive Key Numbers At a Glance 2016 Tax Numbers 2016 Retirement Plan Key Numbers

16 Dec 2015 No Comments

Winners and Losers When the Fed Raises Rates

The Federal Reserve may be about to knock over the first domino. Many Fedwatchers are convinced the central bank is just hours away from announcing the first increase to its […]

10 Dec 2015 No Comments

How Do I Pay for Health Care Costs While Living or Traveling Abroad?

How Do I Pay for Health Care Costs While Living or Traveling Abroad

10 Dec 2015 No Comments

Should I Have Separate Accounts for my Deductible and Nondeductible IRA Contributions?

Should I Have Separate Accounts for My Deductible and Nondeductible IRA Contributions