Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X is currently in their peak earning years, and in many instances, balancing the care of their children and parents. Many are using two primary resources as part of their care – time and money. And while retirement may seem years away for …
retirement planning
June 2024 Newsletter
Scams to Look Out For The following list of scams was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations. Read More Staff Spotlight Take a few minutes to learn more about Jason Guenther in this months Team Spotlight. Read More …
October 2023 Newsletter
Economic & Market Update It has been a generally positive year for the stock market. Most analysts had entered the year forecasting a recession, but the economy has been fairly strong overall as consumers have continued spending. Much of the gains this year can be attributed to a handful of large technology stocks and the …
Retirement Planning
Retirement Planning: Look Beyond Your Financials Retirement is supposed to be fun, right? It’s the prize for your hard work and dedication to your job, family, community, and more. Then why might the idea of or your actual retirement sometimes feel a little bit terrible? You and various members of our team have worked together …
Business Owners
Increase Your Retirement Savings “As a business owner, how can I save more for retirement while mitigating taxes?” Business owners grapple with this question often. We know that business owners focus on reinvesting profits back into the growth of their business. And, while this is a great practice, it can mean that individual retirement savings …
Episode 13: Pension & Buy-Outs
Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
3 Key Principles – Planning for Retirement
We get it. Finances can sometimes feel stressful and complicated. Life is a series of events – some simple, others complex. Planning for retirement is one of the more complex. That’s why we are dedicating a portion of our newsletter to specifically address some of the most pressing retirement planning related topics and concerns for …
April 2023 Newsletter
Market Update The stock market started off the new year on a positive note following a difficult 2022. After a strong January in the markets, volatility resurfaced in February. Stocks retreated from higher levels with renewed inflation concerns and worries of prolonged interest rate hikes from the Federal Reserve. The S&P 500 ended the first …