by dkelley | Jun 15, 2021 | blog
How will I decide I am ready to retire? After 40 or more years working, how do you know when is the right time to retire? Is it based on your age 62,65,67,70 or does age have nothing to do with it? Maybe you need to acquire a certain level of assets, one million,...
by dkelley | Apr 12, 2021 | blog
SECURE Act 2.0 Get the Jump on this Legislation As part of our financial wellness focus for a business, we hope to keep you on the forefront of legislation that can impact the financial wellness of your business and your employees. Even in an era of extreme...
by dkelley | Apr 6, 2021 | blog
What is the Planning Gap? You may recall back in 2008 ING ran a series of commercials showing people carrying around a big orange number that was supposed to indicate the “number” they need to have saved in order to be able to retire comfortably. Today’s world is a...
by dkelley | Jan 19, 2021 | blog
Don’t Stop Believin’ The year 2019 seamlessly gave way to 2020. Many individuals around the world traveled extensively, enjoyed time with family, and grumbled about their daily commute to and from their 9-5 jobs. What happened in March significantly impacted everyone...
by dkelley | Jan 13, 2021 | blog
Q1 2021 Global Asset Allocation Views Review The global economy showed resilience throughout the COVID-19 crisis of 2020, supported by a policy fueled recovery The roll-out of effective vaccines provides a light at the end of the tunnel Large household savings...
by dkelley | Nov 17, 2020 | blog
Post-Election Outlook Results Barring some unforeseen event, it appears that Joe Biden will become the 46th President of the United States. The Senate is currently 50-48 with Republicans in the lead. There are two races still to be determined in Georgia with a special...
