Tag Archives: Pension Options

Weekly Economic Update 4/30

Q1 GDP COMES IN AT 2.5% The initial estimate of first quarter growth from the Bureau of Economic Analysis disappointed some analysts who had expected 3% expansion or better. Personal consumption and inventory accumulation were the prime sources of growth. … Continue reading

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Weekly Economic Update 4/1

     SOLID GAINS IN HOUSEHOLD SPENDING, INCOME According to the latest Commerce Department report, household spending was up 0.7% in February (the largest gain in five months) while consumer incomes jumped 1.1%. February’s 35-cent climb in gasoline prices influenced … Continue reading

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How to Build an Emergency Fund

How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them. How can we plan to stay afloat financially when they occur?  Most households are not financially prepared for an emergency – … Continue reading

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Stretch IRAs

Stretch IRAs The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your … Continue reading

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Deciding When to Retire: When Timing Becomes Critical

Deciding When to Retire: When Timing Becomes Critical Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of … Continue reading

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Economic Update 2/25/13

HOME SALES RISE, HOUSING STARTS FALL January brought a 0.4% improvement in existing home sales, even as the inventory of properties for sale hit a 93-month low. The National Association of Realtors reported 25% year-over-year decline in existing home inventory, … Continue reading

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Building an Emergency Fund

BUILDING AN EMERGENCY FUND Creating a financial cushion for stressful times. Presented by «representativename» How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them. How can we plan to stay … Continue reading

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Weekly Economic Update

A SOLID EARNINGS SEASON By Friday, nearly 70%of the firms in the S&P 500 had announced quarterly results – and so far, so good. Thomson Reuters data shows that 66% of these companies have beaten revenue projections, and nearly 70% … Continue reading

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How Much Annual Income Can Your Retirement Portfolio Provide?

  Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the … Continue reading

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Why work during retirement?

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if you work during retirement, … Continue reading

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