The Impact Trump’s Election Will Have on Retirement Plans

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The surprise election of Donald Trump is beginning to settle in and we now have time to think about how his positions during the campaign will impact the retirement industry going forward. There are three main areas we think will be affected: Regulations: Trump campaigned that government regulations were strangling business growth. In the retirement… [Read More]

Negotiating the Bumpy Road to Retirement

Retirement Stock Market Investing

If the volatility of the stock market over the past couple weeks has taught us anything, it is the uselessness of participants trying to time the markets.  With the Dow Jones Industrial Index decreasing by several hundred points one day, increasing by several hundred points the next day, and sometimes doing both within the same… [Read More]

Is the MyRA Worth All the Fuss?

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2015 marks the rollout of the MyRA. Introduced by President Obama in his 2014 State of the Union address, the MyRA provides tax-advantaged savings for people who do not have access to an employer-sponsored retirement plan. As many of these accounts will go live this year, it is important to understand the pros and cons… [Read More]

When More Income is the Outcome

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For many years, we have been living in the era of low interest rates. While this environment has consequences for all of us, retirees and their advisors are particularly feeling the impact. Projections and assumptions that many pre-retirees incorporated into their planning have been ratcheted down as rates declined and remained low. Many Americans are… [Read More]