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News and Events

Financial Considerations for a Donald Trump Presidency.

Financial Considerations for a Trump Presidency

By | Financial Planning, News and Events | No Comments

Donald Trump’s improbable victory in early November’s presidential election caught many people by surprise.  A Hillary Clinton victory looked almost certain if you believed most election polls and media outlets in the days leading up to the election, but as Tuesday night progressed a different story emerged.  As a Donald Trump presidency became more likely, a brief overnight market panic…

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Social Security recipients will see a very small increase in benefits in 2017.

Social Security Benefits Update

By | News and Events, Retirement Income, Social Security | No Comments

It is the classic case of “I have some good news and I have some bad news.  Which would you like to receive first?”  The good news for Social Security recipients is that there will be a cost-of-living adjustment (COLA) for the first time since 2015.  The bad news is that the COLA increase is a meager 0.3% for 2017….

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Vin Scully retired at the tender age of 88 from broadcasting for the LA Dodgers.

How Long Are You Planning To Work Before Retirement?

By | Financial Planning, News and Events, Retirement Planning | No Comments

While the 2016 Presidential election has captured most of our nation’s attention this year, you may have missed the end of an era in professional baseball.   At the end of the 2016 Major League Baseball season, Vin Scully quietly and gracefully stepped away from the Los Angeles Dodgers’ broadcast booth, ending an historic 67-year hall of fame career in broadcasting. …

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March Madness wasn't just about the basketball games.

March Madness!

By | News and Events, Stock Markets | No Comments

One of the greatest spectacles in American sports is the NCAA basketball tournament that commences in March and crowns a champion in early April.  The tournament has grown greatly in popularity over the last two decades leading to a huge increase in participation in office betting pools and online bracket contests, even among the most casual fans.  The loss of…

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Budget Proposal

President’s Budget Proposal Contains Some Game-Changing Provisions

By | Estate Planning, Financial Planning, IRA, News and Events | No Comments

In early February President Obama submitted his annual budget request to Congress.  Congress will then consider the President’s requests when developing its own budget resolution.  As he has done in years past, the President has included some provisions in his budget proposal that could significantly change some retirement strategies and financial plans.   It is always important to know what is…

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Looking into the Rearview Mirror

What Does January’s Volatility Mean for Markets?

By | Market Corrections, News and Events, Stock Markets | No Comments

It is safe to say that we have all benefited from well-functioning capital markets throughout our lifetime.  Efficient capital markets have produced technological and medical advances that have made our lives easier, more enjoyable, and longer.  Efficient markets also facilitate wealth creation and allow us to have higher standards of living and enjoy comfortable retirements.  So it is important to…

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Federal Reserve, Interest Rates

The Federal Reserve Finally Raises Interest Rates

By | Bond Markets, Financial Planning, Interest Rates, News and Events | No Comments

As if the excitement of the impending Christmas and holiday season wasn’t enough, two of the most anticipated events of 2015 occurred last week.  The long-awaited seventh installment of the Star Wars franchise, The Force Awakens, was released in theaters on December 17th.   As expected, the film shattered all opening weekend box office records.  For the briefest of moments millions…

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Lump-Sum Pension

Lump-Sum Pension Buyout Offers Likely to Increase in the Future

By | Financial Planning, News and Events, Pensions, Retirement Planning | No Comments

The term “perfect storm” is often used to describe a rare confluence of circumstances that produce an event of unusual magnitude, particularly as it relates to weather.  Many of you may have seen the 2000 film, The Perfect Storm, starring George Clooney, Mark Wahlberg and Diane Lane which retells the story of the real-life sinking of the Andrea Gail, a…

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Retirement University™

Retirement University™ Fall 2015 Schedule

By | Education, Events, Financial Planning, News and Events, Retirement Planning | No Comments

School is back in session everywhere across the US, and that means it is time once again for Retirement University™.   This fall we are offering six evening sessions covering a wide variety of informational topics you need to know to make the smartest decisions for your retirement.  Attend all six sessions, or pick and choose the sessions that interest you…

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Odds, Risk

What are the Odds?

By | News and Events, Retirement Planning | No Comments

How many times in your life has something unusual happened where you stopped and asked yourself, “What are the odds of that happening?”  Maybe this summer you heard about a Canadian man named Pete McCathie.  Pete has experienced three very rare occurrences in his lifetime:  being struck by lightning, his daughter being struck by lightning, and Pete has recently won…

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