Retirement

In 1935, Franklin Delano Roosevelt signed the Social Security Act into the fabric of American life. Miss Ida May Fuller received the first benefit in […]

“When should I invest or start investing?” Now! Almost 60% of Americans indicate they plan to work longer than anticipated before they retire. Several driving […]

For many of us, our homes will be one of the most significant investments of our lives. Some will buy a home in their 20s […]

In the U.S., we have a retirement savings crisis. Most start later than they should and don’t save at the appropriate rate to build their […]

“Well, I will look at this, talk to my spouse about it, and see what we can do.”; “I have a long time before I […]

Current Market Volatility If you have watched the news recently, you have seen that the S&P 500 index plunged 4% last week, in the market’s most significant […]

I am the proud father of two boys. The first went to his due date and had to be encouraged to make his birthdate. Our […]

We all know saving for the future is wise. Experience has taught us this. Last year was a real-life lesson on the importance of being […]

The Internal Revenue Service has announced contribution and benefit limits for 2022. The limit on contributions by employees who participate in 401(k)s, 403(b)s, Sec. 457 […]

Over the years, working at the Board of Retirement, I have had many discussions with ministers about opting out of Social Security. Some of those […]