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Market News

Monthly Economic Update: December 2018

U.S. Economy: Counting on the Consumer to Help Keep Growth Going Heading into the final month of 2018, the U.S. economy’s second longest expansion in history continues. There are signs, though, that conditions may be bumpy in 2019. The…

Retirement

Some Changes are Coming for 401(k)s

Take note for 2019. Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave…

Retirement

Tax Considerations for Retirees

Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.        If you are 65 or older, your standard deduction is $1,300 larger.…

Retirement

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents;…