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MARKETS are ALWAYS in flux

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Industry Insights Index

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April 21, 2020
Resources to Help You Through the Coronavirus Crisis

If you have ever been flattened by a rogue wave while fishing or sunbathing on the shore, you probably recognize the emotional responses that have accompanied the pandemic wave crashing across the United States – shock, anxiety, and concern for ourselves and others.

We’ve been knocked flat by the unexpected – COVID-19.

In just a few weeks, the virus has changed our world in significant ways.

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April 14, 2020
TAX Info & Updates - 4/7/2020

Here is some information regarding the recently passed CARES Act. Economic Impact Payments:The distribution of economic impact payments will begin in the next three weeks and will be distributed automatically, with no action required for most people. Social Security beneficiaries who are not typically required to file tax returns will not need to file to […]

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February 25, 2020
Where is Your Best Place to Retire?

The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire. For instance:

• Iowa was #1 in a best places to retire survey cited by Yahoo! Money.1
• Fort Myers, Florida was #1 in the ranking from U.S. News & World Report.2
• Athens, Georgia was the first name on a list of 25 places that are all the best, according to Forbes.3
• Catalina Foothills, Arizona topped Money.com’s list of eight equally best places to retire.4

In 2019, Kiplinger offered a list of the 50 best places to retire. There was one in each state.5

It begs the question, doesn’t it? How can there be so many ‘best’ places to retire?

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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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