by MoneyLetter | Feb 2, 2023 | Retirement Planning
Recent reports indicates that the rate of inflation is slowing, but consumers are still seeing increases in the prices of basic needs like gas and groceries.[1] The rate that things are becoming more expensive has decelerated and has been for some time. But things are...
by MoneyLetter | Oct 11, 2022 | Retirement, Retirement Planning
By William “Bill” O’Neill, AIF® An annuity is an insurance-based financial product that accepts funds and then typically pays them back later in a stream of payments or lump sum. It can help protect against outliving your money by providing guaranteed payments...
by MoneyLetter | Sep 14, 2022 | Retirement, Retirement Planning
By William “Bill” O’Neill, AIF® I speak with investors every day. And even though most of them have been around the block a time or two, market conditions like we have today are frustrating. Perhaps you feel the same way. You might have been aiming to save a certain...
by MoneyLetter | Aug 10, 2022 | Retirement, Retirement Planning
By John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® From the retirement plan consultant’s perspective, there are two key constituents in our business: the organizations that sponsor retirement programs and the people that participate in them. Mostly, the various objectives...
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