A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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What’s the Worst Month for Stocks?

What’s the worst month for stocks?  The answer may surprise you.  It did me.  We’ll spend the next two minutes talking about it and why it matters.  Here’s a hint, it has to do with the upcoming Federal Reserve meeting.  This is What’s Happening Now. Podcast: What’s Happening Now: What’s the Worst Month For Stocks? (2:26) […]

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Is This The Top of the Stock Market?

The S&P 500 recently closed over 3,000.  And many people are wondering if this is the top of the stock market?  At least one firm believes stocks are headed higher—much higher.   Podcast—What’s Happening Now: Is This The Top of the Stock Market? (3:40) We have been following First Trust Portfolio’s commentary for some time.  You […]

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The New DNA Testing Scam

There is a new DNA testing scam targeting retirees. We’ll talk about how they are doing it and what you can do to protect yourself on this episode of What’s Happening Now. Listen Now: What’s Happening Now-The New DNA Testing Scam What’s On Your Mind? Do you have a question about what’s happening in the […]

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How Social Security Spousal Benefits Impact Your Retirement

If you’re married, Social Security spousal benefits can impact your retirement.  Today we’ll take a deeper dive into how they work.  And if you are no longer married, we have a bonus tip for you at the end. Video: How Social Security Spousal Benefits Impact Your Retirement. Plan for A Better Retirement We created Monday […]

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5 Reasons to Start Your Social Security at 62

For most of us, waiting to take your Social Security makes sense.  But here are 5 reasons to start your Social Security at 62. Video: 5 Reasons to Start Your Social Security at 62 Plan for A Better Retirement We created Monday Morning Money with one goal in mind—give you information which will inspire you […]

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Have To Retire Early? Here is What Happens.

Nearly half of Americans plan to work beyond age 65. But studies show only 19% are able to do so. For some retiring at a younger age is a choice. They’ve saved enough and confidently walk away. But what if you have to retire early? What happens to your finances?

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The New Social Security Scam

There is a new Social Security scam.  You get a call and are told your Social Security number is linked to fraudlent activity.  We have an actual voicemail and a few tips to help you protect yourself. Listen Now: The New Social Security Scam (4:20) What To Do If You Are Worried… You can contact […]

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What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions.  Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel.  Just click the button to the right, and be sure […]

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