MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “Variety is the soul of pleasure.” – Aphra Behn MONTHLY TIP A finer retirement strategy pays attention to tax implications. Many pre-retirees embark on retirement transitions without studying them. MONTHLY RIDDLE An ancient invention (still used the world over)…
Continue Reading Monthly Economic Update for June 2014Category: Uncategorized
June 30, 2014
Greetings! I trust that this will find you well and in good health. Merrill Lynch recently published its study, “The New Retirement Workscape,” on new trends retirees have embraced toward working. One of the more interesting trends is that new retirees are taking the first few years of retirement off and then…
Continue Reading June 30, 2014June 16, 2014
Greetings! I trust that this finds you well and enjoying life. If you had to cut back your spending, where would you do it? This question has a way of reflecting our values as much as it does our practicality. One recent study found that when workers started feeling even a little…
Continue Reading June 16, 2014June 9, 2014
Greetings! I trust that this finds you well and enjoying life. Isn’t it great to live in an era that experiences such radical advancements in medical science. Because of these advancements, it’s likely that physicians will prescribe more and more prescriptions as we grow older and this form of healthcare…
Continue Reading June 9, 2014June 2, 2014
Greetings! I trust that this finds you well and enjoying life. You may have heard the saying, “Life is what happens to you while you’re busy making plans.” That’s a line from a John Lennon song entitled, Beautiful Boy. It’s also a keen observation of what could happen if you focus too…
Continue Reading June 2, 2014May 27, 2014
Greetings! I trust that this finds you well and enjoying life. If it wasn’t for America’s military might and superiority the world we live in would be very different. America owes a huge debt of gratitude for the men and women who fight for our country and for those who…
Continue Reading May 27, 2014May 19, 2014
Greetings! I hope that this will find you well and enjoying life. You may think that because you’ve written a will, your estate plan is all set. What you may not realize is that instructions in a will do not supersede the beneficiary instructions on your retirement account, annuity, insurance…
Continue Reading May 19, 2014May 12, 2014
Greetings! I hope that this will find you well and enjoying life. As we get older, our financial objectives change. For example, as young up-and comers, we tend to focus on saving and investing for retirement. But the closer we get to retirement, the more we need to consider how…
Continue Reading May 12, 2014May 5, 2014
Greetings! I trust that this will find you well and enjoying life. Social media is a powerful force in our society today. Lately I’ve seen a lot of articles and studies on how much value it actually provides in our lives. The juries not in on it yet and only time…
Continue Reading May 5, 2014April 28, 2014
Greetings! I trust that this will find you well and enjoying life. As a retirement planner I am seeing more and more clients downsize their homes and have a number of them considering moving to retirement communities. Now that the home buyer market is beginning to progress, more late stage baby boomers…
Continue Reading April 28, 2014