Could Social Security Really Go Away?

That may be unlikely, but the program does face definite financial challenges.

Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address Social Security’s financial challenges between now and then.

April 2019 Economic Update

April 2019: In this month’s recap: the Federal Reserve sees no rate hikes in 2019, investors watch Treasury yields with interest, hiring suddenly weakens, home sales pick up, and the price of oil tops $60.  

Medicare: Summary of Coverage

Turning 65 means you’re now eligible to receive Medicare benefits. But sorting through the Medicare alphabet can be challenging. How do you get started and what do you need to know before you enroll?

Investing in Agreement with Your Beliefs

The case for aligning your portfolio with your outlook & worldview.

Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral, and spiritual tenets that guide their lives.   

Five Social Security Changes for 2019

Congratulations! If you’re among the millions of Americans age 62 or over receiving Social Security retirement benefits, you’re getting a 2.8% raise in 2019. That’s one of several changes for Americans paying into or receiving Social Security in the coming year. Every October the Social Security Administration (SSA) announces its annual changes to the Social Security program.

Student Debt: What am I Doing With My Life?

Student debt is scary. Getting out of that debt is even scarier. But, the good news is, that it’s possible to get out of student debt. 


The Facts 

Is America Prepared to Retire?

Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about having a “rainy day” emergency fund (14%). These findings come from the 2018 Consumer Financial Literacy Survey conducted by the National Foundation for Credit Counseling. (The survey collected data from 2,017 U.S. adults.)1

Break These Ten Bad Money Habits

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. Here are 10 bad habits you should break.

10 BIG Changes for Your 2018 Taxes

Now that it’s February, most of us will begin thinking about preparing our 2018 tax returns.  2018 marked the start of the broadest tax code revision in a generation.  Passed in 2017, the Tax Cuts and Jobs Act ushered in changes to almost every aspect of the tax code.  In fact, you would need to go back to the era of Ronald Reagan to find a more extensive revision.  The following are ten of the biggest changes for 2018 that individual taxpayers should pay attention to as they complete their tax returns:

February 2019 Economic Update

In this month’s recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges.


During a month marked by political impasses in the United States and United Kingdom, equities performed well around most of the world. On Wall Street, the S&P 500 advanced 7.87% in January, with a new earnings season as well as trade and monetary policy developments providing tailwinds. Most of the economic data that rolled in was good; the partial federal government shutdown may have negatively impacted some of the numbers. Home sales fell off abruptly. Many commodities advanced. All in all, investors focused on the potential of the markets more than disputes.1

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