Insights
We’ll help you stay informed about issues that are important to you.
Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.
Insights
Retirement Planning Weak Spots
May 16, 2018
Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how much a pair of newly retired 65-year-olds will spend…
Read MoreAvoid These Life Insurance Missteps
May 09, 2018
Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional – like Charles Stephen & Company, as…
Read MoreThe Solo 401(k)
May 04, 2018
A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you…
Read MoreAdjusting Your Portfolio as You Age
May 02, 2018
If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a…
Read MoreFinancing A College Education
Apr 27, 2018
A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does…
Read MoreA Setback for the Fiduciary Rule
Apr 12, 2018
The fiduciary rule is now a retirement planning standard – at least in 47 states. A recent appeals court ruling has dealt a blow to…
Read MoreWhy Life Insurance Matters for New Homeowners
Apr 04, 2018
If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must…
Read MoreWhat Should You Keep?
Mar 29, 2018
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts,…
Read MoreTax Efficiency in Retirement
Mar 27, 2018
Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may…
Read MoreWhat’s Your Financial Health Score?
Mar 20, 2018
In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that…
Read MoreFree Portfolio Risk Analysis
RiskalyzeRetirement Newsletters
January 2018
Retirement Times Newsletter
January 2018
“Your Retirement Date”
February 2018
Retirement Times Newsletter
February 2018
“How Long Will Your Money Last?”
March 2018
Retirement Times Newsletter
March 2018
“Cryptocurrency 101”
April 2018
Retirement Times Newsletter
April 2018
“Tax Savers Credit Reminder”
May 2018
Retirement Times Newsletter
May 2018
“Rebalancing Your Portfolio”