Year-End Tax-Saving Investment Strategies

December 1, 2016

As the holiday season has quickly descended upon us, so will a new tax-filing season. Have you thought about the numerous effective tax-saving strategies you can deploy at year’s end? Knowing how to fully utilize the tax strategies of your various investments can not only create significant tax savings now, but also help you accomplish anything, from paying off your…

Cash In on Your Labor Day

September 30, 2016

Barbeque? Fishing trip? Long snooze in a hammock? Whatever your plans this Labor Day, if you’re at or near retirement age, you’d be wise to take a moment to consider how and when you’d like to begin receiving Social Security. Don’t let the hard work we celebrate on this day go unrewarded. Take the time…

Back To School Financial Strategies For "The Sandwich Generation"

September 28, 2016

Americans are living longer—a cause for celebration. But for those tasked with caring for them, the burden has never been heavier. At the same time, young people face tough job and housing markets and are returning home in droves to live with their parents (or opting not to leave at all). These responsibilities being heaped…

Beat the heat: Don’t get burned by bad advice (Part 2)

August 4, 2016

The heat is on this summer with much of the country being hit with record high temperatures. The heat is also on within the financial services industry as implementation of the Department of Labor’s “fiduciary” rule begins. As we wrote in part 1 of this series, the fiduciary ruling will require all retirement advisors, including…

Beat the heat: Don’t get burned by bad advice (Part 1)

July 18, 2016

Beat the heat: Don’t get burned by bad advice (Part 1) As temperatures continue to heat up around the country, the battle for a uniform fiduciary standard in the financial industry is also making headlines with the Department of Labor’s recent passing of its “fiduciary” rule. This will require all retirement advisors, including brokers and…

Planning Your Ultimate Vacation: Retirement

July 1, 2016

Whether your vision of retirement includes lifelong travel plans or more time at home with family and loved ones, there are essential planning considerations that will help you get there. Many Americans make the mistake of spending more time planning a vacation than planning their retirement—the “ultimate vacation.” This error can lead to critical and…

Let Freedom Ring

June 14, 2016

Let Freedom Ring! 4 Tips for Financial Independence in Retirement The 4th of July is just around the corner, and we are looking forward to joining our friends and family in celebration of our great country’s independence. With this anniversary of “Life, Liberty and the pursuit of Happiness,” we shift our attention to helping you…

Interest Rates: Impact on Your Retirement

May 31, 2016

In late 2015, the Federal Reserve raised interest rates, moving from the near-zero policy for the first time in almost a decade. With much speculation for rate changes to continue in 2016, attention is on the upcoming meeting slated for this month of the Federal Open Market Committee (FOMC) to identify if and when the…

Honoring U.S. Veterans – Both Past and Present Identifying Veterans’ Benefits and Financial Considerations

May 15, 2016

Memorial Day is just around the corner—a day observed to commemorate the men and women who gave their lives in military service. While honoring those that made the ultimate sacrifice is incredibly important and patriotic, at Lang Capital we believe it is equally important to honor and assist those veterans that have given so much for…

Are You Confident in Your Retirement Plan? Three Financial Planning Tips to Help Find Peace of Mind

May 1, 2016

The Employee Benefit Research Institute (EBRI) recently released its annual Retirement Confidence Survey for 20161 and found, while confidence has shown improvements since the record lows of 2009 – 2013, only 21 percent of workers today are very confident about having enough money for a comfortable retirement. The study went on to show that only…