Update on the DOL Fiduciary Rule

December 8, 2017

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…

Artificial Intelligence: Innovation for Today’s World

December 1, 2017

Artificial intelligence (AI) is rapidly changing the way businesses build products and even provide customer service. We now have automated virtual assistants and “chatbots” answering customer service calls.1 We even…

When One Spouse Retires First

November 17, 2017

It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with…

Ways to Help Increase Retirement Savings and Reduce Your Tax Liability

November 10, 2017

As we head into the homestretch of this year, two things individuals may be seeking are ways to help maximize retirement savings and minimize 2017 tax liability. One way to…

Goals-Based Investing

October 19, 2017

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…

What Type of Investor Are You?

October 19, 2017

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…

Assessing Risk in Retirement Income

October 12, 2017

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in…

Income Strategies for an 8,000-Day Retirement

October 6, 2017

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement…

How Much Retirement Income Should Come From Savings?

September 29, 2017

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has…

Potential Reasons to Put the Retirement Countdown on Hold

September 22, 2017

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring…