Breaking Down the Brexit and What it Means for Investors
The world was shocked last week by the unexpected news that 52% of voters in the UK opted to leave the European Union. While this news sent shock waves through the global investment community and caused markets worldwide to decline,…

Health Care Costs & Medicare: What You Should Know
Over the past decade, spending on healthcare has continued to rise, and although costs are increasing at a slower pace, the average person is spending over $9,200 on healthcare each year. As of 2013, total health expenditures in the US,…

Automate to Reach Your Savings Goals
We’ve all heard it – Start early when it comes to planning and saving for retirement. Max out your 401k contribution. Spend less than you earn. Don’t splurge on things you really can’t afford.   While this is all sound…

When You Can Tap Into Your IRA Without Penalty
Even those who are diligent in saving and planning for retirement can be faced with significant unplanned expenses that lead them to consider tapping into their IRA. Under most circumstances, any withdrawals from your IRA taken before age 59 ½…

Individual Retirement Accounts (IRAs): Which is Best for You?
Individual responsibility for retirement planning continues to increase as social security benefits are declining and and fewer employers provide defined benefit pensions. Most employers now offer defined contribution plans where the employee has the option to defer a percentage of…