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Weekly News

Identify the Risk in Dollars

Commentary: This week’s article tells us that “managing your risk constitutes a major element of your financial plan”, and that risk includes items such as your life in addition to your home. Life insurance can be viewed as insurance to replace lost earnings, to...

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Financial Literacy for our Children

Commentary: Research has shown that one of the roadblocks seniors face in setting aside adequate savings needed to retire is the financial help that their adult children may unexpectedly need. One way of working to reduce those occasions where financial assistance is...

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Keeping it Simple

Commentary: We have always tried to keep things simple, and so were thrilled to read this week’s article where a member of the faculty at the Stanford Institute for Economic Policy Research has shown the adage “the simpler, the better” when it comes to retirement...

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Are you at Risk for Living Too Long?

Commentary: The title of this week’s article caught my eye because most news articles nowadays are telling us we are at risk of shortening our life because of COVID; but of course the article was talking about longevity risk. What exactly is that? “The old line in...

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Positive Impact

Today’s article shows us a new survey finding “that 39% of men and 47% of women in the U.S. report they are spending less during the coronavirus pandemic than they did before the crises. And more than half of Americans ages 55 to 64 – those closest to retirement age –...

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** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.

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