Retirement Planning Tools
Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…
Read MoreIRA Refresher
IRA Refresher In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the…
Read MoreInsights from the “Oracle of Omaha”
Insights from the “Oracle of Omaha” In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with…
Read MoreTax Tips: Look ahead while looking back at 2018
Tax Tips: Look ahead while looking back at 2018 If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax…
Read MoreWorkplace Trends
Workplace Trends It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons.…
Read MoreDon’t Leave Your Long-Term Care Plan to Chance
Don’t Leave Your Long-Term Care Plan to Chance According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles…
Read MoreWomen in the Workplace
Women in the Workplace People are living longer, which also means more people are working longer, either because they want to stay engaged or they need more time to prepare…
Read MoreImportance of Airline Industry Continues Ascent
Importance of Airline Industry Continues Ascent After all the inconvenience it caused nationwide, it appears the main impetus for ending the federal government shutdown in January was its impact on…
Read More2019 Market Prognostications: What the Experts Say
2019 Market Prognostications: What the Experts Say By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a…
Read MoreResponsible Investing Options Keep Sprouting
Responsible Investing Options Keep Sprouting Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment…
Read More