April 21, 2015 — Randy Mascagni
One of the best financial planning strategies for Social Security is lost if the husband and/or wife begins taking benefits before their "full retirement age"....
October 14, 2014 — Randy Mascagni
With the recent volatility in the stock market, and bad news on every TV channel, we thought this article from Brian S. Wesbury, Chief Economist...
August 27, 2014 — Matt Brown
True story: this week my 7-year old son and I were driving home from church in a silent truck. Then, all of a sudden, he...
August 13, 2014 — Matt Brown
I attended a brief seminar last week that featured a former Department of Labor investigator. As current trends in the qualified retirement plan area were...
August 8, 2014 — Matt Brown
A look back reveals how far we have come since 2008 – consider these eight event-driven headlines that were seen in the 4th quarter of...
July 23, 2014 — Matt Brown
According to the Population Reference Bureau, 76.4 million Americans were born in the period 1946–1966. For retirement, a majority of these Baby Boomers must rely...
July 21, 2014 — Matt Brown
From time to time concerned parents share that they don’t want to save toward college in a tax-free 529 savings plan because they don’t want...
July 16, 2014 — Randy Mascagni
In a recent national retirement plan survey conducted by Matthey Greenwald & Associates of Washington, D.C., employer retirement plan participants shared some interesting facts. Here...
July 11, 2014 — Matt Brown
The summer months typically include vacation, a little time off from work, or hopefully some time to just relax. You can use these moments to...
June 23, 2014 — Randy Mascagni
This is a question many people are struggling with today. And in terms of making the key decision, surveys show many Americans today don’t understand...
