by Steve | Sep 23, 2020 | News and Updates
It has happened to everyone. You are driving down the highway and you go to change lanes only to be shaken to your core by a loud horn. That’s right there was a car in your blind spot. You are a good driver, you obey the rules, but just because you can’t see something...
by Steve | Jun 16, 2020 | News and Updates
Recently I received 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”. The funny part of this is I actually remember this article. At the time I was managing money and it did...
by Steve | May 6, 2020 | News and Updates
Since the S&P 500 set a record on February 19th we have seen a dramatic drop over the past 2 months and although there has been some recovery we will not know the long-term impact on the market for quite some time. The second quarter US GDP (Gross Domestic...
by Steve | Oct 31, 2019 | News and Updates
Politics aside, ACA plans provide affordable care to many Americans. For those under 300% of Federal Poverty Level, these plans can provide a very affordable option. When you sign up for these plans you need to be aware that these plans are not cheap. In fact, they...
by Steve | Sep 17, 2019 | News and Updates
As we have wrapped up the very successful Bigfoot Festival in Marion, I was thinking about how Bigfoot relates to retirement planning; both can be very elusive. When conducting a search you find that everyone has an opinion and with the introduction of the internet,...
by Steve | Mar 18, 2019 | News and Updates
When you started saving in your 401(k)/403(b) plan you probably did not think I want to go into business with the Government, but that is exactly what happened. Qualified retirement accounts (401(k), 403(b) IRAs) were a great deal when they were set up because the top...
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