Category: Financial Planning

2020 began with the promise of continued strong economic and financial performance and a hint of uncertainty surrounding the November Presidential election.  The nation’s unemployment

No matter where I went over the holidays it seems there were three subjects everyone wanted to discuss. Whether it was a formal holiday party,

Think quickly, would you rather have a $1 million retirement nest egg or $5,000 in monthly income to spend during retirement?  Your answer could tell

A popular estate planning strategy utilized by affluent investors may soon be disappearing. This past September, the Retirement Enhancement and Savings Act of 2016 passed

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

Nominal interest rates are currently below zero in many countries, including Germany, Denmark, Switzerland, Sweden, and Japan. These levels have shattered the belief that zero

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 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

2015 is quickly drawing to an end, and before we know it the holiday season will be in high gear!  Before you get caught up

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