Most Recent Resource Articles
Top Considerations for Choosing Pension Benefits
Ask yourself the question, if you passed early in your retirement, would your choices leave your spouse enough income to live comfortably and cover the increasing costs of healthcare? Choosing a spousal benefit that will protect your spouse in case something unexpected happens is extremely important.
Life Lessons from a Vineyard Manager – We Are the Vine
A thoughtful client invited me to a local event at a winery recently, where a group of mindful women and a vineyard manager weaved wonderful life lessons through their discussion of the life of a vine.
Q3 2017 Market Commentary
The third quarter of 2017 will be remembered as a winner all around – the economy kept delivering positive news and all of the US stock markets performed very well. In fact, the markets essentially saw all regions and sectors return positive gains for investors. For the quarter ending September 30, 2017, the S&P 500 was up 4.0%, the DJIA gained 4.9% and NASDAQ climbed 5.8%.
Monitoring Credit & Protecting Yourself from Fraud
High-stakes security breaches have made it more crucial than ever to watch your credit closely. It is a good idea to monitor your credit report at least annually. You can [...]
Q2 2017 Market Commentary
Markets in Review The US stock markets continued advancing in the 2nd quarter of 2017 as corporate earnings growth, consumer confidence, business confidence, the Fed and employment numbers all continued pushing the markets to new highs. For the quarter ending June 30, 2017, the S&P 500 was up 3.09%, the DJIA gained 3.95% and NASDAQ climbed 4.16%.
10 Least Tax-Friendly States for Retirees 2016
Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes--and how generous are the property-tax breaks [...]
