Blog
The best way to boost retirement income
Running out of money in retirement is a huge concern. And given that a large number of workers in their 50s and 60s are behind on savings, it's a clear source of stress for those who don't feel adequately prepared. The good news is that there are several tactics you...
How part-time work in retirement can affect Social Security taxes and Medicare costs
For some older Americans, retirement turns out to be a fleeting status. After leaving a 40-hour work week behind, many retirees end up taking on part-time work even if it wasn't part of their initial retirement plan. Read Full Article Here... Written By: Sarah O'Brian...
Why fixed income? 4 roles your bond portfolio should play
Fixed income serves four important roles in a portfolio: Diversification from equities, capital preservation, income and inflation protection. Many investors would benefit from evaluating whether their bond holdings are meeting these goals. Read Full Article Here......
Is Downsizing in Retirement Right for You?
A smaller home, with fewer possessions to weigh you down and lower bills to boot: What's not to like? For many folks, downsizing makes a lot of sense, but there are a few points to consider. Read Full Article Here... Written By: Mike Piershale, ChFC Published By:...
IWM 3Q2018 Market Analysis
IWM 3Q2018 Market Analysis (click here)...
IWM 2Q2018 Market and Economic Review
IWM 2Q2018 Market and Economic Review (click here)...
IWM 3Q2018 Investment Insights Newsletter
IWM 3Q2018 Investment Insights Newsletter (click here)...
Should You Own Bonds in a Rising Rate Environment?
Most people don’t think too much about their bonds. They really are the boring foundation for your portfolio. However, occasionally they spring to the surface, and this is one of those times. Lately, a number of people have been wondering why they should be investing...