by Kenny | Mar 13, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women... by Kenny | Mar 6, 2019 | blog, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement... by Kenny | Feb 28, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in the event you die too soon and an annuity in case you live too long. In other words, life insurance provides economic... by Kenny | Feb 21, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
“Your article on annuities [Does An Annuity Belong In Your Retirement Plan?] did not demonstrate that an annuity always improves a retirement plan.” True, Warren Buffet’s retirement plan would not be improved by an annuity because he will not face the mortality and... by Kenny | Feb 13, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the... by Kenny | Feb 7, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are...