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How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...


What’s in store for the markets in the New Year
The SP500 returned 19% in 2017, -6% in 2018, and 29% in 2019. Technically, stocks are likely to continue to rise another 6% to 3,420,...


Stocks or real estate; which is better?
Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to...
Year-end tax tips
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...


Making progress with the global poverty fight
The World Bank’s 2019 annual report summarizes the continued struggle with its mission on ending extreme poverty while remaining...


Gigs for the prospective retiree
If you're facing retirement, the only thing worse than the risk of being bored in retirement is the lack of funds keeping you from doing...


What to look for during Medicare open enrollment
Medicare open enrollment is from October 15 – December 7 and, if you’re 65 and over, now’s the time to see if you should enroll for the...


Why the secret to investing is time
Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns...


Markets remain stable despite geopolitical turmoil
Markets are unscathed by geopolitical volatility, more so than usual, as independence protests rock Hong Kong, Lebanon, Spain, and...


Open enrollment key considerations
It’s that time of the year that your company will likely offer new benefits for 2020; here are some key considerations as you elect for...
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