by John Rothans | Oct 29, 2021 | Executive Insights, IRA
Never rebalancing. Cashing out your savings. Forgoing tax planning. These are just three of the ten biggest retirement mistakes that could leave you with a ghost of a retirement portfolio. Take action now to help avoid these retirement missteps. 1. Failing to...
by Angela Roberts | Oct 28, 2021 | Executive Insights
On October 22, 2021, Reuters reported that Federal Reserve Chairman Jerome Powell says he finally “think[s] it’s time to taper” the Fed’s massive bond-buying program aimed at injecting extra money into the recovering U.S. economy. Jan Hatzius, chief economist at...
by John Rothans | Oct 27, 2021 | Executive Insights, IRA
Halloween can be a fun time to dress up and pretend to be someone or something else. It’s all fun and games because you know who or what is underneath the costume. But what if you didn’t? Likewise, are you sure you fully understand what’s behind some of your asset...
by John Rothans | Oct 22, 2021 | Executive Insights, IRA
The best time to retire isn’t always tied to your age. Financially, is there a better month or season to retire? February or November? Summer or fall? Learn when might be the best time of year to retire from a financial and tax perspective and get tips for end-of-year...
by John Rothans | Oct 20, 2021 | Executive Insights
For months, the Federal Reserve has held firm in keeping interest rates low to help bolster our struggling economy amid the past two years’ events. At some point, though, the Fed may need to give in and begin raising interest rates again—likely in 2022. We’ll look at...
