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retirement blunders

Videos

July 15, 2019: Wealth Matters: “4 Mistakes People Make with Their First Million”

Making a million isn’t easy. In fact, the argument can be made that the accumulation phase (working years) are the “easy” years in comparison to the distribution phase (retirement). Luckily for our listeners, Debbie makes that argument in this episode of Wealth Matters, as she lays out the 4 ways not to lose your first million.

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Blog

The Week Ahead – July 29, 2019: Gradual Retirement

Not everyone retires the same way – or at the same pace. Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of those who describe themselves as “fully retired” did so before age 65, while another 14% said goodbye to the daily grind in the year they turned 65.

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Blog

July 29, 2019, Will You Live Comfortably in Retirement?

Written by Taylor Financial Group, LLC Recent reports show that more Americans currently expect to live comfortably in retirement compared to a year ago.1 Perhaps, it is due to recent stock market gains or low unemployment. In any event, this optimism is great! However, there’s another side to this story that should not be overlooked. Looking at a recent Gallup survey, I was struck by the difference between investors’ positive outlook on retirement and their negative outlook on their current retirement savings.2 In fact, it took me two reads to fully realize what was happening! When Our Expectations Don’t Match...read the full article

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529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 29, 2019

U.S. gross domestic product (GDP) rose enough to calm recession worries, but not enough to cause the Federal Reserve to stray from an expected interest rate cut this week. The S&P 500 resumed its steady climb as positive earnings news and the economic data reassured investors. The S&P 500 climbed 1.7%.

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clock ticking down to retirement

Blog

The Week Ahead – July 22, 2019: You Could Retire, But Should You?

It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs.

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retirement blunders

Videos

July 1, 2019: Wealth Matters: “8 Retirement Blunders to Avoid”

We, as humans, tend to think that once you get to retirement it’s over and done with. But getting to retirement and building your nest egg is the easy part.

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navigating retirement

Blog

July 22, 2019, Navigating Your Retirement

Written by Taylor Financial Group, LLC Assuaging your fears and indulging your passions. During the first days, weeks, or maybe even months of retirement, you may experience a blissful honeymoon feeling. No boss, no job, no worries! But as that honeymoon glow fades you may find yourself lost at sea, wondering where to go from there.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 22, 2019

The S&P 500’s steady climb took a pause last week as quarterly earnings reports and Fed comments drew the greatest attention from investors. The S&P 500 dropped 1.2%. The MSCI ACWI slid 0.6% as international stocks regained some ground after last week’s underperformance of U.S. markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.4%.

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partner summit video

Videos

How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.

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