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If you’re worried about a recession, now is probably a good time to consider hiring a financial adviser

By National News
December 5, 2019
There’s a lot of upside to working with a financial adviser, especially if you’re worried about what the future holds. In partnership with Morning Consult, the Certified Financial Planner ...
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Featured Retirement Taxes

IRS Increases 401(k) Contribution Limits for 2020

By National News
November 25, 2019
The annual tax-deferred amounts workers can set aside for their retirement will increase for 2020, the Internal Revenue Service (IRS) has announced. Next year, the contribution limit for ...
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Featured Money

Opinion: This home mortgage disaster is ready to punish housing markets

By National News
November 21, 2019
In a MarketWatch column last March, I discussed the serious threat that cash-out refinances (cash-out refis) pose for major U.S. housing markets. Eight months later, the problem continues. To reiterate, in ...
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Featured Lifestyle Retirement

Retirement plan: the 4 factors to focus on beyond your finances

By National News
November 12, 2019
When it comes to retirement planning, our thoughts usually jump straight to finances. Do I have enough saved in my 401k? How will I manage healthcare costs? When should I ...
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Featured Retirement

Scams heat up during Medicare open enrollment

By National News
November 8, 2019
Medicare open enrollment is ongoing and ends Dec. 7. And you better believe the scammers know it. Maybe it’s someone making a call, claiming to be from your ...
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Featured Retirement

Don’t Believe These Retirement Myths

By National News
October 31, 2019
Preparing for retirement at any age is not only challenging, it’s downright scary especially in an unpredictable economy, with near-historically low interest rates and looming recession. When preparing ...
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Annuities Featured Income Retirement

3 advantages of using fixed indexed annuities in retirement

By National News
October 25, 2019
Fixed indexed annuities are often pegged as a safer way to invest in the market. As such, many financial advisers spurn the product due to its perceived inefficiencies ...
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Featured Retirement

The best retirement advice you’ve probably never heard

By National News
October 18, 2019
Chocolate or vanilla? Coke or Pepsi? Cheeseburger happy meal or chicken nuggets, and so on. We Americans love choices. Retirement is no different. As we head into unchartered waters, as ...
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Featured Retirement

Health Insurance Options When Retiring Early

By National News
October 11, 2019
IF YOU RETIRE BEFORE Medicare eligibility begins at age 65, you will need to purchase health insurance. It is important to find coverage for routine medical checkups and prescriptions as ...
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Featured Lifestyle Retirement

The New Realities Of Work And Retirement

By National News
October 2, 2019
Bob Orozco barks out instructions like a drill sergeant. The 40 or so older adults in this class follow his lead, stretching and bending and marching in place. ...
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