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The Happy Retiree

May 04, 2016
Retiring Your Way
A recent study found that we experience greater happiness and satisfaction as we age.

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Developing a strategy for retirement

April 07, 2016
Retiring Your Way
Even if you are several years away from retirement, it’s not too early to start gathering facts, weighing choices and mapping out your tax and investment strategy. Here are eight suggestions that shou

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Investment Overview: 1st Quarter 2016

Ryan Sailer, CFA
April 07, 2016
Growing Your Wealth
U.S. Gross Domestic Product, which measures the overall output of goods and services produced in the economy, rose at an overall rate of 1.4% in the fourth quarter of 2015, putting full‐year 2015 . .

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March 2016 Investment Update

April 05, 2016
Growing Your Wealth
hile headline GDP data for 2015 continued a trend of modest growth, the underpinnings of the economy have diverged. Consumer spending continues to propel the economy forward. The U.S. consumer is. . .

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5 Ways to Know When it is Time to Remodel

Nick Ludwig
March 30, 2016
Managing Your Money
If you own your home, chances are pretty good that you’ve considered remodeling it at some point. But when is the right time? Sometimes it takes an event, like a high school graduation, to get the...

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February 2016 Investment Update

March 07, 2016
Growing Your Wealth
Equity markets faltered in the first half of February before amassing some positive momentum in the later half of the month, buoyed by an increase in oil and an unexpected positive revision to. . .

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Year-end Legislative Changes

March 07, 2016
Growing Your Wealth
Congress was very busy as 2015 came to a close. First, with essentially no warning and no hearings, the rules governing Social Security benefit claims for married couples were overhauled. . .

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Retirement Facts that may be Fiction

March 07, 2016
Retiring Your Way
There are enough books and other forms of guidance about retirement that one would expect to find all the advice necessary to secure a comfortable retirement. But not all of the advice and . . .

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Think before tapping your 401k

February 05, 2016
Retiring Your Way
Think hard before tapping into your Employer Sponsored Retirement Account balance

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Chasing yield

February 05, 2016
Growing Your Wealth
The reason that the Bernie Madoff investment fraud continued for so long is that he didn’t promise investors that they would get rich quick. He promised steady returns without risk. An offer of. . .

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