• TOLL FREE: 800.570.0720

The Greatest Risk All Retirees Face

VIDEO: The Greatest Risk All Retirees Face   Do you realize you could spend as many years in retirement as you did in your working years? Actually, according to the Society of Actuaries, as of 2017, the life expectancy for a 65-year-old man is 85.8 years, and 87.8 years for a 65-year-old woman. Further, the […]

Weekly Market Insight – Markets Post Week of Growth

Markets Post Week of Growth On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March.[i] Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.[ii] Various factors came together to support the growth. From geopolitical […]

The Difference Between Term Life Insurance and Permanent Life Insurance

VIDEO: The Difference Between Term Life Insurance and Permanent Life Insurance   When sitting down with clients to discuss their financial needs and goals, the discussion of life insurance often pops up. When I ask some basic followup questions, I find there’s a lot of misinformation out there. Let’s say you are considering purchasing life […]

Weekly Market Insight – Earnings Rise, Stocks Stumble

VIDEO: Weekly Market Insight – Earnings Rise, Stocks Stumble &nbsp We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[i] The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back 0.37%.[ii] International stocks in the MSCI EAFE decreased […]

Money Tips for Children and Grandchildren

VIDEO: Money Tips for Children and Grandchildren &nbsp Financial literacy in America is staggeringly low. The U.S. ranks 14th on a global scale of financial literacy, and 1 in 5 teenagers do not have basic financial skills.[i] Helping our younger loved ones to understand the responsibilities and skills behind their money has grown increasingly important. […]

Weekly Market Insight – Examining Earnings and Yields

VIDEO: Examining Earnings and Yields Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.[i] International stocks in the MSCI EAFE followed suit, gaining 0.41%.[ii] We received numerous new data updates last week, and most provided positive news for the economy. Retail sales, housing […]

Annuities In Retirement

VIDEO: Annuities in Retirement &nbsp As it stands today, many Americans are anxious about their money and retirement. One of The biggest concerns I hear is that many are worried about retiring with little money to live the lifestyle they want in retirement . I actually once read how people fear running out of money […]

Weekly Market Insight – Earnings Season Begins

    Earnings Season Begins Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.[i] The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.[ii] International stocks in the MSCI EAFE also rose, gaining 1.45%.[iii] Similar to recent weeks, international events continued […]

Are You Prepared For Mental Decline?

   Are You Prepared For Mental Decline? No one likes to think about cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in […]

Weekly Market Insight – Special Report: Quarterly Report

    Special Report: Quarterly Report Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.[i] For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%.[ii] International stocks in the MSCI EAFE managed […]