News

12
Oct

2018 – Q3 Quarterly Market Review

2018 – Q3 Quarterly Market Review 2017 – Q2 Quarterly Market Review Source: Retirement Researcher 2018 – Q3 Quarterly Market Review

5
Oct

Occam’s – The Impact of Unexpected Inflation

Occam’s – The Impact of Unexpected Inflation The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined

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1
Oct

Five Things to Add to Your Financial To-do List

Five Things to Add to Your Financial To-do List The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning. It’s a great time to review

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19
Sep

9 Reasons Why Stay-at-Home Parents Need Life Insurance

9 Reasons Why Stay-at-Home Parents Need Life Insurance You’re probably already aware that a parent with a job outside the house most likely needs life insurance to protect their loved ones in case something were to happen. But it’s not just breadwinners who need coverage—stay-at-home parents do, too. Here are nine reasons why. 1. To replace the value of their

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10
Sep

The Art of Disciplined Investing

The Art of Disciplined Investing Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and don’t let yourself get distracted, you’ll reap the rewards

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6
Sep

Hey, Millennials. Life Insurance Is Now 80% Off!

Hey, Millennials. Life Insurance Is Now 80% Off! So many people get down on Millennials, telling them they are doing just about everything wrong. That’s why when Life Happens and LIMRA did a joint Twitter chat for Life Insurance Awareness Month #LIAM18Chats, people had a lot of good insight and some great advice for Millennials about how to think about

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5
Sep

What’s Really Going to Happen When Social Security Runs Out of Money

What’s Really Going to Happen When Social Security Runs Out of Money One of the hottest topics in retirement income planning over the past several years has been how to help individuals strategize on their Social Security claiming decisions. Source: Retirement Researcher What’s Really Going to Happen When Social Security Runs Out of Money

1
Sep

5 Signs You’re Ready to Retire

5 Signs You’re Ready to Retire You are nearing the average retirement age and each day it becomes closer and closer. The question is, are you ready to retire? Check out these 5 signs you’re ready to retire. Your Savings Exceeds Your Retirement Goals: At one time or another, you sat down and made an investment plan so you could

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1
Sep

Danica Says It Best: Life Insurance Is Key on Your Financial Journey

Danica Says It Best: Life Insurance Is Key on Your Financial Journey It’s Life Insurance Awareness Month! And we will just step aside to let our spokesperson Danica Patrick tell you why life insurance has always been important to her—and why it should be for you, too. If you think you may need life insurance, or more of it, spend

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31
Aug

Are the Markets New Highs the Current Worry?

Are the Markets New Highs the Current Worry? There are a handful of times a year when certain events precipitate a market drop. So much so, that we feel it is helpful to provide perspective on why investing in the stock market is a great way to help you build your asset base so when you retire you can better

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