Author Archive

How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money for a comfortable retirement or just scrape by. According to pension mortality tables, at least one member of a 65-year-old couple has a 72% chance of living to age 85 and a 45% chance of living to […]

There are two great reasons for buying a vacation home: You want one and you can afford to buy it. Buying a vacation home as an investment, however, should not be your primary motivation. Some vacation properties can also be good investments. Others aren’t. As recent history has shown, real estate prices can go down as […]

April 28, 2016

phil

Market Commentary, News

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In December 2015, President Obama signed into law the “Protecting Americans From Tax Hikes Act of 2015.” This new ruling made permanent many tax breaks that had been dubbed “extenders” as taxpayers would have to wait — typically until the last minute — for lawmakers to reinstate them for another year. Among the most popular […]

April 28, 2016

phil

Market Commentary, News

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You read a lot about job creation and governmental policies, especially in this era of lingering, lagging economic growth, especially from political figures who are hoping to get elected based on their policy prescriptions.  Republican candidates like to talk about the growth of jobs during Ronald Regan’s presidency, while Democrats tout the presidential terms of […]

April 28, 2016

phil

Market Commentary, News

0

Are you retiring soon and looking into your options to start drawing down your savings from your employer-sponsored plan? Are you also concerned about making sure your money lasts as long as you need it to? If so, annuities may make sense for you.1 Annuities, simply put, reduce the risk that you will outlive your […]

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