Lower Your Expectations for Returns Over the Next Decade By JOHN WAGGONER, Senior Associate Editor January 2, 2019 Kiplinger Article   Most financial pundits will tell you that the average annual return from large-company stocks since 1926 is 10.1%. If your investment horizon is a very long way off, you may well get that much. Over…

Have An IRA Or 401(k)? The SECURE Act Would Change Your Estate Planning PUBLISHED September 14, 2019 at 10:45AM By Lorie Konish CNBC Article   When John Sullivan’s aging mother needed to move, it was a challenging experience. Sullivan’s mother had macular degeneration and couldn’t drive anymore. Consequently, he and his brother looked for senior…

Don’t Overlook Advantages of Making Insurance Part of Your Retirement Plan PUBLISHED JULY 10, 2019 By: RICHARD PUCCIARELLI, INVESTMENT ADVISER REPRESENTATIVE | Carolina Retirement Resources Inc. Kiplinger Article Many people don’t fully understand the value and benefits life insurance can offer as part of a retirement plan.   Most view life insurance primarily as a way to protect…

Have An IRA Or 401(k)? The SECURE Act Would Change Your Estate Planning PUBLISHED JULY 11, 2019 By DLeon LaBrecque Kiplinger Article   The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a 417-3 vote and will now likely pass the Senate by unanimous consent, will probably change…

A Recession Won’t Wreck Your Retirement…But This Will PUBLISHED Aug 18, 2019, 09:00am By Rob Isbitts Senior Contributor  Forbes Article Here is what matters if you’ve made it and want to keep it. Do the financial markets have your attention? I assume so. After all, Wednesday’s 800-point drop in the Dow was the worst day in the…