RSSCategory: Blog

Nov

9

Dealing With Sudden Retirement

A Financial Planners perspective What if you are laid off or forced into retirement before 65, or even before 60? If that happens to you, what do you do in response now that the next phase of your life is starting sooner than you planned? As a first step, gauge where you stand financially. It […]

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Nov

9

Growth Report for Monday, November 9, 2015

OCTOBER WAS A GREAT MONTH FOR JOB GROWTH Employers added 271,000 new jobs last month according to the Labor Department, far surpassing the Bloomberg consensus forecast of 182,000. The jobless rate ticked down to an even 5.0% while the U-6 rate measuring “total” unemployment fell to 9.8%. Wages also rose nine cents to $25.20, up […]

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Nov

2

A Financial Advisors Year-End Financial Checklist

A financial advisors six aspects to review, as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are six aspects of your financial life to think about as this year leads into […]

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Nov

2

Growth Report for Monday, November 2, 2015

MIXED CONSUMER SIGNALS AT MONTH’s END Commerce Department data showed personal spending up only 0.1% for September. The Conference Board’s consumer confidence index fell 5.0 points in October to a mark of 97.6; the University of Michigan’s index of household sentiment did rise 2.8 points on the month to a final October reading of 90.0.1 […]

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Oct

27

Using a Financial Advisor to help with an Inherited IRA

Items to consider before meeting with a Financial Advisor when, you inherit IRA assets. Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting Inherited IRAs. Ignorance can lead straight toward a tax disaster. Please note that this is […]

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Oct

27

Growth Report for Monday, October 26, 2015

EXISTING HOME SALES ACCELERATE The National Association of Realtors measured a 4.7% gain in residential resales for September, and the annualized sales pace of 5.55 million units was the second best seen since February 2007. Over the past 12 months, existing home sales are up 8.8% with the average sale price up 6.1% (September’s median […]

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Oct

19

Retirement Blindspots

Some life & financial factors that can be overlooked. We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate. So as we plan for the next […]

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Oct

19

Growth Report for Monday, October 19, 2015

A SURPRISE: HOUSEHOLD OPTIMISM RISES Even after a bad month for stocks and numerous negative headlines, the University of Michigan’s preliminary October consumer sentiment index showed notable improvement. It came in at 92.1, up 4.9 points from its final September reading. Analysts surveyed by MarketWatch expected an initial October reading of 88.5.1 A MILD SEPTEMBER […]

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Oct

6

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments […]

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Oct

5

Diversification, Patience and Consistency

Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment strategy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear OR bull market, certain asset classes may […]

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