Before You Claim Social Security

A few things you may want to think about before filing for benefits. Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. How long do you think you will live? If you have a family history that suggests you…

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Retirement In Sight March 2021

QUOTE OF THE MONTH “The life you have led doesn’t need to be the only life you have.” ANNA QUINDLEN NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement…

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Monthly Economic Update March 2021

In this month’s recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections.  The Dow Jones Industrial Average led, picking up 3.17 percent. The Standard & Poor’s 500 Index rose…

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