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A Quick Reflection on the Summer of 2011

As we near the first day of autumn (on September 23rd), we thought we’d take the opportunity to reflect – both on the events of these past few months as well as a few “fun facts” about our economy in […]

Retirement: A Taxing Endeavor for the Unprepared

Much of the recent debt ceiling controversy has centered around Republicans’ desire not to increase taxes, but a simple glance at our growing debt would lead any sound-minded individual to anticipate the necessity for tax increases in the years to […]

So What’s Ahead for Our Economy?

Few would argue that economy is unstable.  Is the sky is falling? Not last time we checked, but there has never been a time like the present to take inventory, prepare and ensure you have a sound financial strategy for […]

Putting the Numbers Into Perspective

Each year, the U.S. Congress sets a federal budget in the trillions of dollars. Very few individuals, ourselves included, can really wrap their minds around just much money that truly is, so we’ve broken down the 2011 federal budget into […]

2008 All Over Again?

It’s filled the headlines and taken the “breaking news” slot on every major media outlet over the past week.  Enormous drops on Wall Street have millions of Americans, especially those nearing or currently in retirement, wondering if they’re facing a […]

Protecting Yourself While On Summer Vacation

Heading on vacation yet this summer? Many of our clients have postponed trips, hoping to “beat the heat” later in the season.  With much of the country suffering from record-breaking temps, many have literally found it dangerous to travel.  Unfortunately, […]

Insurance Riders-What Are They and Why All The Hype?

When jumping from a plane 12,000 feet above the earth’s surface, every skydiver packs a main parachute as well as a reserve.  In other words—the typical safety feature, plus a backup – just in case. In the world of insurance […]

Smaller Raises on the Horizon for Seniors

Generally speaking, since Social Security’s inception in 1939, as inflation has risen, the checks received by American retirees have grown with modest increases to help keep pace.  However, with the national debt reaching its ceiling in mid-May of this year […]

Are You Really on Track for Retirement?

In determining what to cover in our company’s blog, we frequently review the questions, and more importantly, the misconceptions our new clients often approach us with during educational events and appointments.  One of the most common misconceptions we run into […]

GAO Suggests Retirees Delay Social Security & Look Toward Other Solutions

In a time in which many question the very certainty of Social Security altogether, the Government Accountability Office (GAO) recently suggested that individuals postpone drawing benefits, waiting until at least their full retirement age, or 66 for those born from […]