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Monday, September 24, 2018

In this week’s recap: the Dow returns to record territory, home sales flatten, housing starts surge, and the price of oil rises. Read all about it here!

 

Monday, September 17, 2018

In this week’s recap: consumer optimism increases, the retail sales pace slows, inflation pressure weakens, and Wall Street sees wide-ranging gains. Read all about it here!

 

Wednesday, September 12, 2018

Recently, President Trump and Secretary of the Treasury Steven Mnuchin both voiced their support for an intriguing idea: the indexing of capital gains. Investors would be taxed less if this idea gets the green light. Read about it here.

 

Monday, September 10, 2018

In this week’s recap: wage growth picks up, the factory and service sectors hum with activity, oil retreats, and new tariffs could be imposed on China. Read all about it here!

 

Monday, September 3, 2018

In this week’s recap: the Nasdaq reaches new heights, consumer confidence and spending numbers impress, and a new trade deal could take the place of NAFTA. Read all about it here!

 

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Wednesday, August 29, 2018

Here we'll explore some misconceptions plus the details you should know about Medicare. Before you enroll, take note of what the insurance does not cover and the changes ahead. Click READ MORE to learn all about it!

 

Monday, August 27, 2018

In this week’s recap: a milestone for the current bull market, new record highs for two equities benchmarks, a dip in home sales, and a win for oil. Read all about it here!

 

Monday, August 20, 2018

In this week’s recap - households buy more but feel less upbeat about the near future, the Dow rises, and home builders start more projects. Read all about it here!

 

Wednesday, August 15, 2018

Claiming your social security retirement benefits is a major decision. You'll want to consider a few key factors first and give thought to these 3 questions. Click READ MORE to learn more!

 

Monday, August 13, 2018

In this week’s recap - core inflation reaches a 10-year peak, oil’s losing streak continues, earnings impress, and Wall Street indices have a mixed week. Read all about it here!

 

Monday, August 6, 2018

In this week’s recap: stocks continue their win streak despite a mediocre jobs report and dips for the ISM indices; household spending and confidence rise. Read all about it here!

 

Wednesday, August 1, 2018

How can you save for your child's future college expense? The obvious answer, of course, is to start saving early and often. However, here are some other college savings vehicles and resources to consider. Click READ MORE to learn more!

 

Monday, July 30, 2018

In this week’s recap: an impressive Q2 GDP reading, a consumer sentiment dip, a falloff in home buying, and the end of a long stock market correction. Read all about it here!

 

Monday, July 23, 2018

In this week’s recap: retail sales impress again, groundbreaking suddenly tails off, stocks tread water, and more tariffs might be in store for China. Read all about it here!

 

Wednesday, July 18, 2018

If your child is approaching college age, a good first step is estimating the potential costs. This worksheet can help you get a better idea about the cost of a four-year college. Click READ MORE to see what it's all about!

 

Monday, July 16, 2018

In this week’s recap: inflation pressure mounts, a household sentiment index dips, gold settles lower, and stocks rally as a new earnings season begins. Read all about it here!

 

Monday, July 9, 2018

In this week’s recap: impressive hiring, healthy service and factory sectors, the Fed’s view of the present and near future, and gains for equities. Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, July 4, 2018

Life can sometimes present circumstances that require access to your IRA savings. Here are a list of withdrawals that may be taken from an IRA without incurring a 10% early withdrawal penalty. Click READ MORE to learn more!

 

Monday, July 2, 2018

Did income and spending rise? What about core inflation? How's consumer sentiment? Did new home sales jump? And the stock market performed how? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, June 25, 2018

Tariff talk intensifies... Did home sales weaken? How about residential construction? And what happened to blue chips? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, June 20, 2018

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account. Click READ MORE to learn more about 3 options that are available.

 

Monday, June 18, 2018

Fed, new tariffs get Wall Street's attention. What is yearly inflation? Was there an advance in retail sales? How did the major indices perform? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, June 11, 2018

What milestone was hit within the service businesses? Q2 GDP outlook brightens. Social security does this for the first time in 36 years... Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, June 6, 2018

You're path to retirement may include snags that could derail you're retirement. But, preparing for what lies ahead can make the journey a bit more enjoyable. Click READ MORE to see some of twists you might encounter.

 

Monday, June 4, 2018

Did hiring & household spending strengthen? Consumer confidence rebounds; factory sector continues to boom. How did Wall Street react to new import taxes? Read more here & see what's in store for this week & who will be reporting earnings!

 

Monday, May 28, 2018

Why did home sales decline? Did consumer sentiment turn higher or lower? What happened to oil? Did all 3 major Wall Street equity indices advance? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, May 23, 2018

Bitcoin. It's a topic we get asked a lot about. Bitcoin is a currency, but it's different than the currency we use in three fundamental ways. Click READ MORE to learn more about it!

 

Monday, May 21, 2018

Retail sales rise. How about construction? Home loan rates reach 7-year high. Which index made history? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, May 14, 2018

Oil hits a 4-year peak. How about consumer sentiment? And what's the status of inflation? Did Wall Street have a big week? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, May 9, 2018

Many questions can arise during the financial planning process. Here are some quick yes/no questions that will give you perspective on various financial planning issues/concerns and help you start the process. Click READ MORE!

 

Monday, May 7, 2018

What hit an 18-year low? Did personal spending improve? How are the factory & service sectors doing? What about the three major Wall Street indices? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, April 30, 2018

Optimism on Main Street? How fast did the economy grow in Q1? Is spring bringing the home buyers out? How did equities perform last week? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, April 25, 2018

All too often the financial industry bombards us with marketing materials and literature and it’s up to us to make sense of it. So, in this post I share a clever marketing piece from Oppenheimer Funds and break it down. Click READ MORE!

 

Monday, April 23, 2018

How did retail sales do in March? Did construction activity increase or decrease? What about industrial output? Did Wall Street advance for the week? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, April 16, 2018

Did CPI fall or rise? What about consumer sentiment about the economy? Why did oil soar? Earnings season begins, so how did stocks do? Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, April 11, 2018

It may surprise you how fast inflation can erode purchasing power. Click READ MORE - this calculator is designed to help you estimate how much more income you may need at retirement to keep your same standard of living that you have today.

 

Monday, April 9, 2018

Did hiring weaken or strengthen? Trade tensions persist... How are the U.S. service and factory sectors doing? April begins with volatility. Read more here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, April 2, 2018

Has consumer spending maintained its pace? Optimism on Main Street? What about pending home sales? And how did the 3 major US equity benchmarks do? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, March 28, 2018

In this post I'll review how often, when and why you should review your beneficiary designation and what happens if you don’t have a designated beneficiary. Plus, I'll review the estate and income tax consequences when naming beneficiaries.

 

Monday, March 26, 2018

The Fed makes its first interest rate move of 2018...How did the trade war possibility impact stocks? How are existing home sales? And what about oil? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, March 19, 2018

How much did the CPI rise in February? Is the consumer confident? Did housing fall or rise? How did all three major Wall Street benchmarks perform? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, March 14, 2018

Reality is, at some point we may need to pay the expenses of long term care. However, we shouldn't wait; the time to create a plan is now, while we're healthy. First, let's understand the risks and realities. Click READ MORE to find out!

 

Monday, March 12, 2018

How did the market perform? What about oil, is it up or down? Was there a surge in hiring in February? Are service businesses doing well? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, March 5, 2018

How's the confidence in the economy? Were new home sales up or down? What happened to the major indices? Plus, find out some solid readings on some key indicators, and see who will be reporting earnings. Click READ MORE to find out!

 

Wednesday, February 28, 2018

In this post I'll explain why we need a different investment strategy than in the past, in order to generate sufficient retirement income off of your investments. You'll discover what that strategy is, how it's implemented, plus more!

 

Monday, February 26, 2018

Are fewer homes being sold? Oil advances... and so do stocks! Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, February 19, 2018

The CPI marked it's largest monthly gain in almost 13 years. Did the tailwinds return to Wall Street? What about retail sales and developers? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, February 14, 2018

Do you have excess money sitting in a savings account? Is it sitting there paying you a whooping .25% in interest (if that!)? What if there was another option? Click READ MORE to find out!

 

Monday, February 12, 2018

Wall Street sees its first correction since 2016... How is the service sector looking and what about Q4 earnings? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Monday, February 5, 2018

What happened to stocks last week to start February? How did wage growth and the factory sector do? Did personal spending and incomes rise or fall? Find out here, plus see what's in store for this week and who will be reporting earnings!

 

Wednesday, January 31, 2018

Taxes are one of the risks we face in retirement - they can erode a portfolio quicker than we originally planned for and can creep up without us even knowing. So, here are 3 tax considerations to help save you more money in retirement...

 

Monday, January 29, 2018

How did the economy do in the fourth-quarter? Did home sales decline or advance during the holidays? Is oil on the rebound? Find out here, plus see what's in store for this week and who will be reporting earnings. Click READ MORE!

 

Monday, January 22, 2018

Here is a snapshot of what went on last week, plus what to look for this week.

 

Wednesday, January 17, 2018

Regardless of the reason for retiring early, here are some of the moves you’ll want to make to make sure you’ll be ready for retirement. Click READ MORE to read all 7!

 

Monday, January 8, 2018

Here is a snapshot of what went on last week, plus what to look for this week.

 

Wednesday, January 3, 2018

In this post I’ll review some of the limitations and complexities regarding rolling over non-spouse inherited IRAs, and will also cover the Required Minimum Distribution rules, plus more, so you can make the most of your inheritance.

 

Wednesday, December 13, 2017

Retirement risks - we all know that they are there, but how many are there really? Some articles say 4, others say 7, others say 10, others say... How about this, I'll list 18 of them and you can choose which ones are most important to you.

 

Wednesday, November 29, 2017

Ever wonder how much you really pay in taxes? Looking for some money tips to make before year-end? Well then, click READ MORE and you'll find out!

 

Wednesday, November 15, 2017

This post will help you understand the risks, realities, questions to ask and potential ways to pay for these expenses when they arise, so you can be best prepared for the possibility that at some point, we may need care. Click READ MORE!

 

Wednesday, November 8, 2017

I get it. It’s not easy. When it comes to investing, emotions can get the best of us. In this post, I'll provide shocking historical context that'll put into perspective why it's important to stick to your plan to achieve financial success.

 

Wednesday, October 25, 2017

Life Insurance. Oh boy…what an ugly word. For whatever reason, life insurance has a negative connotation to it. But, it can be used in many ways-to cover a mortgage, to cover a loan, build tax free wealth, etc. READ MORE to read this post!

 

Wednesday, October 4, 2017

When saving for retirement, you want to position your savings in ways that give you the potential for higher retirement income streams. In this post, I'll give you 3 questions that you should ask that will ensure you are on the right path.

 

Wednesday, September 27, 2017

What's your biggest retirement asset? You may be thinking it’s your 401(k), or another type of investment. But, what if I told you that your biggest retirement asset could possibly be Social Security? READ MORE and you'll see what I mean...

 

Thursday, September 14, 2017

Many people we speak with are concerned about how to best protect their income. They quickly become overwhelmed by all the different options and “riders” that are available. In this post I'll explain 5 riders that are useful and beneficial.

 

Friday, September 1, 2017

That depends. But whatever you decide, read this post first. It will possibly put this topic into perspective and give you a better grasp of whether you should look into disability insurance. Click READ MORE to give it a read.

 

Thursday, August 31, 2017

Do you or have you worked for a company that gives you an option of purchasing its stock within the company’s 401(k) plan? Are you thinking about rolling over a 401(k) that has your company’s stock in it? STOP. Read this post first...

 

Tuesday, August 22, 2017

The Nondeductible IRA, aka, the backdoor Roth IRA. What is it? How does it work? What are the tax consequences? Plus you'll see a hypothetical example to see how it works. Click READ MORE to learn more!

 

Friday, August 18, 2017

Here I’ll review how the Roth Conversion works, I’ll go over a hypothetical example and review the tax implications when converting to a Roth IRA. I'll also discuss a few reasons to convert to a Roth IRA…

 

Tuesday, August 15, 2017

Not sure what a 403(b) is or how it works? Wondering if you should contribute to it? Well, here I'll help you uncover all this plus some drawbacks and a benefit of the 403(b), and if you're a NJ resident did you know...

 

Tuesday, August 8, 2017

If you want to understand how the Roth IRA works, keep reading. In this post I'll explain why it's one of our favorite investment vehicles and it's contribution and income limits. I'll also share one little known fact about the Roth IRA...

 

Friday, March 24, 2017

The deadline for making a 2016 IRA contribution is April 18, except for Massachusetts and Maine, where the deadline is April 19th.* This goes for both Traditional and Roth IRAs. If you have or you want to open either of these IRAs...