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Financial Planning

Retirement

Retirement

Is America Prepared to Retire?

A look at some ways to get ready. Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about…

Social Security

Social Security by the Numbers

Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. Social Security has been a pillar of retirement life for several decades, but how much do you really know about it? Here are some facts that might surprise…

Market News

Monthly Economic Update: January 2019

Domestic Economy Strong, But Signs Emerge of Slowdown Overseas Eurozone growth waning; trade uncertainty impacts manufacturing  A strong jobs report and an uptick in the nation’s manufacturing economy were among January’s highlights, indicating that the U.S. economy is still…

Retirement

Traditional vs. Roth IRA’s

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those…

Market News

Quarterly Economic Update: Q4 2018 Wrap Up

U.S. Economic Data Strong for Jobs, Mixed Picture for Manufacturing, Services Sectors Federal Reserve Taking Wait and See Approach to Tightening Cycle in U.S.   If market watchers were worried about recession fears from early January’s weaker-than-expected manufacturing reports,…