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February Newsletter 2019

As you may, or may not know, February 5th marked a new year on the Chinese calendar. Each year, the calendar is represented by a different zodiac animal and for 2019 it’s none other than the pig.

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Is Your Retirement at Risk?

As Baby Boomers continue to retire—and age—and therefore the number of retirees is swelling, especially in the 75+ age group. As their numbers grow, so do the financial risks many of them will face. According to a report from Center for Retirement Research...

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New Year, New Goals – Your January Newsletter

"Let this year be a time when you set your goals and achieve what perhaps you only once dreamed of." We truly hope this new year brings you all that you could have ever dreamed of. But don't forget - nothing worth having comes easy, so set those goals and...

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2018 Reflections: Your December Newsletter

  As 2018 comes to a close, there isso much we have to reflect on.Check out some of what we've accomplished this year: We've seen continued growth within our office, adding four new team members to the marketing/sales and transactions departments....

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Do you have a leaky 401(k) plan?

Plug up the hole with self-direction According to a study published earlier this fall, many households are pulling their retirement savings together again, 10 years past the Great Recession. A Retirement Security Retrospective: 2007 Versus 2017 reported...

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Self-directed IRAs and Financial Planners

If you’re a financial planner with financially savvy clients who wish to include alternative assets in a retirement plan, you can play an important role in guiding your clients as they explore the various nontraditional investments allowed within a...

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