Continued education is the key
to a financial compass.
In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at $1,000.1 If you're thinking about investing in an IRA or increasing your contribution, here's some information to help you make your decision. >>Read more>>
3 Investment Lessons from the NBA Finals
Do well-constructed financial portfolios and winning basketball teams have something in common? The best teams and portfolios use diversification, a strong defense (against volatility), and follow a well-thought-out game plan to win the championship (and meet your long-term goals). >>Read more>>
Key Questions for the Long-Term Investor
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating,... >>Read more>>
This headline from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured . . . >>Read more>>
Much Longer Retirement: Many people in previous generations worked as long as they could and very few were fortunate enough to have a retirement that would be considered “golden” by today’s standards. How many spent the last third (or more) of their lives pursuing hobbies and leisure instead of working? Boomers retiring in their 60s can . . . >>Read more>>
The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.
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Retirement and What You Need To Know is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this brochure you may be provided with information regarding the purchase of insurance and investment products in the future.
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