When preparing for retirement, where do you start? That is a question submitted by Tony. Today, on Monday Morning Money we’ll answer it. Video: Answering A Reader Question, Where Do You Start? Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM). You can hear it at 11:07 every […]
Continue readingPeople are Living Longer
People are living longer. This creates bigger challenges for your nest egg. Video: People are Living Longer Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM). You can hear it at 11:07 every Monday. In addition, you can also hear this episode on our YouTube Channel. Please […]
Continue readingEarnings Matter
On any given day, a headline—or even a tweet—can move the stock market. And sometimes those moves are extreme. But what really drives stock prices over the long-term? Spoiler alert: Earnings matter. In this episode we discuss: Do Presidential tweets move the market? There is a lot of noise, but over time, profits drive the […]
Continue readingWhy Do People Run Out of Money During Retirement?
Nearly Half of Americans say running out of money is their primary concern. So, why do people run out of money during retirement? In this episode we will discuss: There is almost never just one singular reason, it is a combination of factors. A major stock market decline is one factor, but it takes more […]
Continue readingA 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 […]
Continue readingFixing Social Security
The Social Security Trust Fund is projected to run out of money by 2035. It means fixing Social Security is now a hot topic. We’ll share two proposed ideas on this episode of Monday Morning Money. Video: Fixing Social Security Plan for A Better Retirement We created Monday Morning Money with one goal in mind—give […]
Continue readingWhat’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) […]
Continue readingUnderstanding Social Security Survivor Benefits
Social Security survivor benefits can create confusion. When one spouse dies, the amount you receive will change. Today, we try to clarify how this can impact your retirement.
Continue readingHow 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 […]
Continue reading5 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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