Wealth Management


After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From September 30–October 10, the US market (as measured by the Russell 3000 Index) fell 4.8%, resulting in many investors wondering what the future holds and if they should make changes to their portfolios.1 While it may be difficult to remain calm during a substantial...

Read More

For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since then, the retirement landscape has changed. Full retirement age for Social Security is 66 or 67. The traditional corporate pension has given way to the 401(k) plan, which is generally taken as a lump sum upon leaving employment at any age, rather than monthly payments...

Read More

“Tell me and I forget. Teach me and I remember. Involve me and I learn.” —Benjamin Franklin Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. You need guidance from an expert. That is where your local home improvement store comes into play. The employees not only know their craft exceedingly well but are excited to share their ideas. You can see...

Read More

“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most...

Read More