by dkelley | May 11, 2022 | blog
Social Security: Is the Juice Worth the Squeeze? Social security is a benefit that is widely talked about as individuals reach ages 60+ and begin to prepare for retirement. Clients of ours have asked if social security will be around at all when they retire, what...
by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
by dkelley | Jan 5, 2022 | blog
Are Your Social Security Records Accurate? Most everyone knows how important Social Security benefits are to financial security in retirement. Statistically, Social Security provides roughly half of all retirement income to retirees who had average lifetime earnings....
by dkelley | Oct 13, 2021 | blog
Acronym Circus In 1981 The Johnson Companies created the first 401 (k) plan which allowed employees to contribute to their retirement plan through payroll deduction. So, from an employee perspective this is simple, how much do you want to contribute and where would...
by dkelley | Jul 26, 2021 | blog
“Do not regret growing older. It is a privilege denied to many.” – Anonymous Aging is an act that many individuals want to make gracefully. However, it is important to know that risks exist throughout all life stages. Today, let’s focus on risks in the...
