by Kenny | Oct 20, 2021 | Uncategorized
Working at 50+ From flight attendants to grocery store managers, older adults made the tough decision to end careers Retirement is supposed to be a happy time, but Lucie Desmond expects there will be tears when her paperwork comes through. Desmond, 62, has been a...
by Kenny | Oct 18, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a married IRA owner dies, the surviving spouse is oftentimes the beneficiary. Of course, there are instances where a trust might be named as IRA beneficiary, or the children or a charity or someone else is listed. Regardless,...
by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than...
by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than...
by Kenny | Oct 14, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I am retired and turned 72 in September, 2021, so I must begin required beginning distributions (RMDs) by April, 2022. I have traditional and Roth IRAs as well as a defined contribution plan with a former employer. I understand...
by Kenny | Oct 13, 2021 | Uncategorized
What Is Financial Health? Financial health is a term used to describe the state of one’s personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much...
