Perspectives

In 2003, Jon and Stefanie Booker were living the life of their dreams. In their mid-30s, Jon worked as a production manager for a manufacturing firm, while Stefanie repped for a major [...]

After years of training and planning, you’re doing it, climbing Everest.  Your oxygen deprived lungs are permeated by -280C temperatures while an unrelenting 30 mph wind whips down the South [...]

Studies show that most Americans say they hope to retire at age 62, even though the age in which you can receive full Social Security benefits from the federal government is 66 or 67 years old [...]

In my most recent blog post, I gave a brief overview of the beginnings of Social Security and some factors that affect the decision of when to claim.  The key factors that we explored were [...]

On March 29, 2022, the United States House of Representatives passed the Secure Act 2.0 with overwhelming bipartisan support. The bill expands on the retirement savings reforms that came with the [...]

 1. On Wednesday March 16th, the Fed announced its long-expected rate liftoff, hiking by the expected 25bp and lifting the Fed Funds Target Rate lower bound off zero for the first time since [...]

Five Questions About – Inflation, Interest Rates and Investing The Federal Reserve just announced a 50 basis point hike – the second increase since mid-March. The move is designed to slow the [...]

Personal Identity Theft Cybersecurity can have many implications on consumers and ranking among the top is Identity Theft.  The news covers the big hacks, involving ransomware, millions in [...]

Claiming Social Security Social Security started as a federal program during The Great Depression to provide an income base to retirees, to be used in conjunction with savings and pensions.  The [...]

Have you ever thought about the investment value of your Social Security benefits?  In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter [...]