by Steve | Sep 23, 2020 | News and Updates
It’s a scenario we’ve all experienced: cruising down the highway, preparing to change lanes, only to be startled by the blare of a horn. Yes, there was a car lurking in your blind spot. Despite being a careful driver who adheres to traffic rules, the fact...
by Steve | Jun 16, 2020 | News and Updates
Recently, I came across a copy of a Wall Street Journal article from July 27th, 2005 titled “The Secret to a Happier Retirement: Friends, Neighbors, and a Fixed Annuity.” Interestingly, I distinctly remember this article from my days managing money. Back...
by Steve | May 6, 2020 | News and Updates
Since the S&P 500 reached a record high on February 19th, we’ve witnessed a significant downturn over the past two months. Despite some recovery, the long-term impact on the market remains uncertain, given the 29% decline in second-quarter US GDP and...
by Steve | Oct 31, 2019 | News and Updates
Regardless of political views, ACA plans offer accessible healthcare options for many Americans, particularly those earning under 300% of the Federal Poverty Level. These plans, while providing affordability, come with a crucial caveat: they are subsidized by the...
by Steve | Sep 17, 2019 | News and Updates
As we reflect on the recent success of the Bigfoot Festival in Marion, it’s intriguing to draw parallels between the elusive nature of Bigfoot sightings and retirement planning. Both can feel like a hunt for the unknown, with a plethora of opinions and...
by Steve | Mar 18, 2019 | News and Updates
When you started saving in your 401(k)/403(b) plan, the thought of partnering with the Government likely never crossed your mind. However, that’s essentially what happened. Qualified retirement accounts (401(k), 403(b), IRAs) were initially attractive because...
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