As you plan your strategy for creating portfolio distributions during retirements, there are a number of different factors you should consider. These include your budget, expenses, and sources of retirement income other than your investment portfolio...
See our recap of September’s key statistics and market commentary below.
The beauty of a 401(k) plan is the flexibility it offers. As a business owner, your main priority may be to offer a 401(k) plan to attract top talent. Or you may want to have a 401(k) plan to reduce taxes by offering a match or a profit-sharing compo...
According to U.S. News & World Report, starting in 2012 and spanning 20 years, an average of 10,000 Baby Boomers will reach age 65 each day. That number seems startlingly high, especially considering research shows that many Baby Boomers are not ...
See our recap of August’s key statistics and market commentary below.
The Federal Reserve began raising the Federal Funds interest rate in December of 2015. They raised rates again in 2016 and twice so far in 2017 with the possibility of another increase later this year. With four rate hikes so far in this rate raising...
As a dentist, you’ve worked hard to get ahead in your career by mastering your education and profession. But your success shouldn’t stop short of your financial plans. When building a prosperous life, you must also employ the best investment strategi...
See our recap of July's key statistics and market commentary to help guide your investment decisions.
Are you a Baby Boomer close to retirement without the savings you need? If you’re still not ready to retire, you’re not alone. Every day, 10,000 Baby Boomers retire. Yet, 78% of 50-year-olds and 74% of 60-year-olds are behind in saving for retirement...
Are you guilty of having a 401(k) plan but can’t remember plan design or investment menu? If you answered yes, you are not alone. Many plan sponsors let their plan run on autopilot once it’s up and running, but it may be time to rethink your position...