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MARKETS are ALWAYS in flux

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Industry Insights Index

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February 11, 2020
Retirement: You've Got This!

Not everyone is financially prepared for retirement. Earlier this year, the Employee Benefit Research Institute estimated almost 41 percent of American households will run short of money in retirement. That’s an improvement over 2014 when almost 43 percent of 35- to 64-year-olds were unprepared.

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January 29, 2020
Do You Know What Your Smartphone Can Do?

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a significant digital divide, demographically. A Pew Research survey found the vast majority of younger Americans rely on smartphones, while just 53 percent of the 65-and-over crowd use the devices.1 Americans who have embraced the technology […]

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January 6, 2020
SECURE Act - Basic Information

On December 17, as part of a broader 2020 fiscal year appropriations bill, the U.S. Senate voted in favor of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. President Trump signed it into law on December 20.

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November 22, 2019
Calculating your RMD in 5 Easy Steps

Are you prepared to take your first required minimum distribution (RMD) from your retirement account? Learn how to calculate your RMD in 5 easy steps.

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November 12, 2019
Protect Yourself in a Smart and Connected World

The world is becoming smarter and more connected all the time – and that has serious implications for people who want to protect their personal data and their privacy. If you’ve been enjoying the convenience of smart utilities and appliances, make sure you also take the steps necessary to protect yourself and your loved ones from cyberthreats.

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October 29, 2019
Save Money with a Green Halloween!

Americans expect to spend $8.8 billion on costumes, decorations, candy, and other Halloween purchases, according to the National Retail Federation.1 That’s enough money to purchase the New England Patriots ($3.8 billion), the Los Angeles Dodgers ($3.3 billion), the Hannah Montana franchise ($1 billion), Balmoral Castle in Scotland ($140 million), a private jet ($150 million), and […]

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October 22, 2019
Will There Be A Recession?

The simple answer is probably. Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result, it is likely there will be another recession in the United States. What are recessions? When gross domestic product (GDP), which is the value of all goods and services produced in […]

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September 17, 2019
Unused Vacation Days Can Be Costly

Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.1 In survey after survey, workers consistently say paid vacation is one of the benefits […]

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August 20, 2019
Avoiding the 10% Tax Penalty

Have you paid medical expenses this year worth more than 10% of your adjusted gross income? Do you plan on buying your first home soon? Are you currently paying for higher education expenses? If you said yes to any of these scenarios, and you’re younger than age 59½, you may qualify to withdraw from your […]

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Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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