by Kenny | Jun 15, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Right now, spending habits are changing, for better or worse. With unemployment at an all-time high and many people working from home, your budget could be totally different from usual. You may be tight on money or have a little extra cash in your pocket. Regardless... by Kenny | Jun 6, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The Washington Post spoke to six Americans who have come to the end of their work lives with no financial cushion, no nest egg. The coronavirus pandemic has scrambled many Americans’ financial futures, but some baby boomers have found surprising ways to cope with the... by Kenny | May 31, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
KEY POINTS About half of Americans retired earlier than they expected, according to a recent survey. Less control over your retirement date could become more prevalent in a post-coronavirus economy. Based on your work prospects, you may retire either much earlier or... by Kenny | May 26, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly: They want a retirement product that will offer them safety, income, and growth. My clients fear a repeat of 2000 or 2008, are... by Kenny | May 15, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
“Jobs Friday” is usually a nerdy day for financial types and economists only. But everyone was watching the most recent jobs report. I had a big drink and told my family to remember May 8. For labor economists, it will be a day to remember. For the first time, even... by Kenny | May 7, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
By the time most of us reach retirement age, we feel as if we don’t have enough money to live the life we envisioned. Our feelings aren’t wrong: a 2019 analysis from the Employee Benefit Research Institute found that over 40% of American households in which the...