Blog
What Would Your Social Security be Worth If You Viewed It as an Asset?
How much is your Social Security benefit worth? Social Security can provide you with an estimate of your benefit at retirement, but that’s in terms of how much income you’ll receive each year. How much would that income be worth if it were valued as a lump sum asset,...
Does 2020 Have You Cash Strapped? Ways to Raise Cash Quickly
It appears that a second round of stimulus is on the way. On July 27, Senate Republicans introduced the HEALS Act, which, among other things, would issue $1,200 stimulus checks to qualifying Americans. The Democrat-led House passed the HEROES Act in May, which also...
Is it time for an economic recovery?
The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant uncertainty about the long-term impact...
What’s Next for a COVID-19 Economy?
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the...
Have You Thought About Retiring Like This?
What comes to mind when you think about retirement? Spending time with grandchildren? Traveling to the beach or other favorite locations? Spending time on the golf course? Those might be common paths in retirement, but many retirees are blazing their trail. You can...
What Steps Should You Take in a Coronavirus Economy?
The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an unprecedented time in American...
5 Ways to Help Make Tax Time Easier
Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be costly, especially in retirement when every dollar count. If you wait, you may rush and that may cause you to miss...
How to Plan for Retirement as a Married Couple
As a married couple, your life is often marked by milestones. There’s the day you met and the day you married. You buy a house and perhaps welcome children. You celebrate anniversaries and birthdays and advances in your careers. And then there’s the ultimate milestone...
New to Retirement? Tips for an Easy Transition
Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career behind. You’re free to set your own schedule and spend your time as you wish. There’s no boss to report to. No clients to manage. No big...