May 8, 2023
At what age do you think you’ll retire? Comedian Wanda Sykes says she probably never will retire! I bet a lot of people can relate – they don’t want to retire and maybe are already thinking of future opportunities. Do you work with clients like this?
We’re seeing higher CD rates thanks to higher interest...
Apr 24, 2023
The failure of Silicon Valley Bank is becoming a textbook case of poor risk management. It didn’t have enough ‘safe’ assets versus risky ones. So, let’s apply that to our 401(k). What’s considered a good safe asset?
Call Steve today for your market protection plan and 401K analysis!
Apr 10, 2023
Each month the financial brainiacs at Barron’s financial news gather for a roundtable discussion about the markets and economy. Last month there was a lot of disagreement. One said, “I see bubbles and champagne.” Another said, “I see the need for Alka-Seltzer.” We know you have to sift through all that and...
Mar 27, 2023
If there is a recession, when will it hit? If someone is going to retire this year, would you tell them to wait or forget about the market and move forward?
Then, the cost of Long-Term Care can be $10,000 or more a month! No wonder so many say it’s one of the huge “gotcha” expenses in retirement. And now, a...