Thoughts & Tips
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Is it more difficult to get life insurance now?
The coronavirus pandemic is impacting every corner of American life and most sectors of the economy. For the life insurance industry, the pandemic presents a two-sided threat. In many cases the fallout is being passed onto potential life insurance buyers. The risks...
What’s Next for a COVID-19 Economy?
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the...
2 Retirement Rules Made to be Broken
What’s your strategy for retirement? Is it based on your unique needs and goals? Or is it based on general ideas and convention retirement wisdom? There are plenty of “experts” online offering retirement wisdom for the masses. In fact, if you search “retirement” on...
What is different about your 401(k) Statement?
You may see a new figure on your 401(k) statement soon. In December of last year, President Trump signed the SECURE Act, which stands for Setting Up Every Community for Retirement Enhancement. The bill’s goal was to make it easier for Americans to save for retirement....
What Generation is Going in the Wrong Retirement Direction?
Every two years, Fidelity releases its Retirement Savings Assessment, a deep analysis of Americans’ readiness for retirement. Overall, the 2020 report showed that Americans have improved their retirement readiness. As a whole, Americans are ready to replace 83% of the...
How Can You Have a “Second Act” in Retirement?
Thinking of launching your next career after you retire? You’re not alone. The phenomenon has become so common that it’s inspired its own name – the “second act.” Over the past three decades, the amount of people working past age 65 has doubled. Nearly 20 percent of...