Updates

Why retirees shouldn’t let stock market volatility scare them

Nov 1st, 2018
Oh, great. On top of everything else retirees or folks eyeing retirement have to be worried about, there’s something we haven’t seen in a long time: market volatility. After nearly a decade of strong gains—the S&P 500 SPX, -1.40% rose 293% between March 2009 and September’s all-time high—the broad index has tumbled 9% in the … more »

The risky IRA ‘loan’ clients ask for

Oct 29th, 2018
Clients in need of a short-term cash influx may be tempted to dip into their IRAs and repay themselves rather than seeking out a lender. Often, they’re under the impression that tapping an IRA works like taking a loan from a 401(k). The reality is much more complicated. Any money your client withdraws from an … more »

HSA or HRA?

Oct 17th, 2018
Eli Lilly employees – It’s open enrollment time. One area I urge you to pay special attention to is your health insurance election. All year long I talk to people about the value of using a Health Savings Account (HSA) for health insurance. The problem is that you only have three weeks (October 15 – … more »

Our Thoughts on the Market

Oct 12th, 2018
The stock market was down 5% over the last two days measured by the S&P 500 and it’s a good reminder that markets go down. Sometimes we can get lulled into forgetting how normal market declines are. I don’t know where it goes from here. We can’t predict the future. We can only prepare. This … more »

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