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We help individuals and families pursue their ideal retirements.

The Debt Trap

November 12, 2018

When the economy thrives, consumers tend to spend more money. Unfortunately, many Americans have a habit of spending money they haven’t yet earned, so debt also tends to rise when…

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Are We in a Corporate Debt Bubble?

November 5, 2018

2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has been sustainable. The stock and bond markets continue to perform…

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What's Real News?

October 29, 2018

“And that’s the way it is.”   This is how Walter Cronkite signed off at the completion of his CBS Evening Newscast, which he anchored from 1962 until 1981. Widely…

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Real Estate Update

October 22, 2018

What a difference a decade makes. After the real estate debacle of the Great Recession, home prices are now near record highs in many markets with mortgage default and foreclosure…

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Insights Into Medigap

October 15, 2018

Many Americans who enroll in original Medicare also purchase a supplemental insurance policy, colloquially known as “Medigap.” Medigap covers some or all of the out-of-pocket costs associated with original Medicare…

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Odds for Divorce

October 8, 2018

Every couple who decides to marry runs some risk of divorce in the future. The only way to definitively avoid divorce is to remain single, but plenty of people are willing to…

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Annuity Strategies

October 1, 2018

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement. These people also are less…

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How Market Moves Affect Investor Decisions

September 24, 2018

The National Bureau of Economic Research recently explored how continued low returns can influence saving, investing and retirement behaviors. According to the report, diminished returns tend to motivate people to…

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Sustainable Investing Goes Mainstream

September 17, 2018

  Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however,…

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Retirement Readiness

September 10, 2018

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50…

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Ready to Take The Next Step?

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