by Kenny | Mar 26, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to the level it was before the virus took its toll on the market. Understanding that no one... by Kenny | Mar 19, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Everything these days seems to be about coronavirus, coronavirus, coronavirus. Especially when you have a family, these can be scary times. So, first and foremost: Chances are that you will be OK. The novel coronavirus seems to mostly spare young kids, and if you’re a... by Kenny | Mar 12, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based on facts, due diligence, historical patterns and a risk/reward calculation. These... by Kenny | Mar 5, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Taking these steps before you begin claiming can ensure you’re receiving as much money as possible. The majority of retirees will depend on their Social Security benefits for at least a significant portion of their income. In fact, half of married couples and... by Kenny | Feb 27, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Going through her mail, Kendra slices open an envelope from her preferred airline. Inside she finds a hefty gray card with her name etched on it. The 36-year old reads the enclosed letter informing her of her “achievement.” She has reached Platinum status as a... by Kenny | Feb 20, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
New federal legislation made sweeping changes in retirement plans. Here’s what you need to know. The new year has brought a number of changes in financial rules affecting consumers. Many of them are in new federal legislation called the Secure Act, which mostly...