A ROTH IRA can help you save for the future – with some flexibility. Key takeaways: Roth contributions are made after taxes have been paid. Investments offer tax-free growth potential. If you need to access your contributions, you can withdraw them at any time with no taxes or penalties. There are some rules around withdrawing […]
Should You Open a Roth IRA? Read More »
The Markets What do markets hate? They hate uncertainty, and recently there has been plenty of it. Some of the questions plaguing economists and pundits include: Why aren’t people returning to work? Americans, like people in other parts of the world, have not been rejoining the workforce at the pace many had anticipated. One of
Market Commentary – May 24, 2021 Read More »
Some big news recently was the announcement from the Centers for Disease Control (CDC) that fully vaccinated Americans can resume normal activities without wearing masks or social distancing, except where required by law. People are more than ready to return to normal. Results from the latest Axios-Ipsos Coronavirus survey, conducted in early May, found Americans
Confidence is Back Read More »
Have you ever considered buying a property in your favorite vacation spot? If you are practical, maybe you’re tired of paying high rental prices. Or your family needs more room than you can get in a hotel or reasonably priced vacation rental. Or maybe you just want a place for your family to gather whenever
The Real Cost of a Vacation Home Read More »
The COVID scare last year resulted in the market going down 35% in just a matter of weeks. The most profitable investment strategy is always to buy low and sell high – or at the very least don’t sell low. Easy in principle, very difficult to do in real life – and as a result,
Thoughts on the Markets – May 2021 Read More »
The world’s 65 and older population is growing rapidly. According to the most recent population estimates from the United Nations, “…1 in 6 people in the world will be over the age 65 by 2050, up from 1 in 11 in 2019. The latest projections also show the number of people aged 80 or over
Longevity and Your Money Read More »
We’ve all heard the phrase “time is money.” But what does that really mean? And why does it matter? Time is the most precious of all resources. Once spent, it can never be reclaimed. Money is certainly a critical resource as well. So, the fact that time and money are two of life’s most important
The Markets
It wasn’t just the price of pork chops.
Last week, as investors weighed the news, strong corporate earnings were offset by higher grocery prices and rising numbers of global coronavirus cases.
Market Commentary – April 26, 2021 Read More »
The impact of COVID-19 on workplaces has been profound. As we move forward, it is likely work as we once knew it will be changed forever. Employer benefits is one area in which there may be significant change. Remote work options may be necessary for businesses to remain competitive, according to the Pulse of the
COVID Effects on Benefits Read More »