Best States for Retirement

Best States for Retirement

THE ENVELOPE PLEASE… Every year, Kiplinger’s publishes a list of the best and worst states for retirees. It makes perfect sense that my parents live in one of the best… and I live in  one of the worst! The publication considers the share of each state’s...
Fourth Quarter Review…

Fourth Quarter Review…

FOURTH QUARTER REVIEW… The Federal Reserve pulled the trigger. At the December Federal Open Market Committee meeting, the Fed finally acted, tightening monetary policy by raising the funds rate from 0.25 percent to 0.50 percent. It’s important to remember the Fed...
Social Security Benefit Reductions

Social Security Benefit Reductions

It Wasn’t Just About The Budget Last week, the bipartisan budget bill was signed into law, averting a U.S. default and deferring further battle over debt and spending levels until presidential and congressional elections are over, according to U.S. News &...
Happy Birthday Social Security! Blow Out Your Candles

Happy Birthday Social Security! Blow Out Your Candles

Social Security turns 80 years old today. Will it live to see 100? I sure hope so, but according to the Social Security Administration (SSA), the Old Age and Survivors Trust Fund (OASI) reserves are currently on track to be depleted by 2037 unless Congress gets its...
Why I Want to Increase My Retirement Age

Why I Want to Increase My Retirement Age

I am 41 years old, a college graduate, a husband and father, a business owner, an engaged member of my community and a proud American. I happen to be a Certified Private Wealth Advisor (CPWA) and Accredited Investment Fiduciary (AIF), and I completely understand all...