by Kenny | Jun 29, 2022 | Weekly Newsletter
Steep rises in energy, housing, food WASHINGTON — Inflation soared over the past year at its fastest pace in more than 40 years, with costs for food, gasoline, housing and other necessities squeezing American consumers and wiping out the pay raises that many people... by Kenny | Jun 27, 2022 | Uncategorized
By Sarah Brenner Director of Retirement Education You may have heard how converting to a Roth IRA is a great move for younger people. This is no surprise. A younger person who converts has two big factors working in her favor. She may pay taxes on a smaller IRA... by Kenny | Jun 27, 2022 | Uncategorized
Weekly Market Commentary – 6/24/2022 -Darren Leavitt, CFA In a holiday-shortened week, financial markets bounced out of extreme oversold conditions. Mega-cap growth stocks outperformed value issues, mid-caps, and small caps. The Fed Chairman was on the hill in... by Kenny | Jun 23, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Ed, I’m 66 Years old. Less than a year ago I converted into my Roth from my traditional IRA with the intention of parking it there until I could finalize the details of a summer house purchase. I know I have taxes to... by Kenny | Jun 23, 2022 | Weekly Newsletter
Economic downturns are inevitable. Here’s how to protect your retirement nest egg Sooner or later, the economy will fall into a recession, because that’s the nature of the economy: Busts follow booms. For many retirees, the biggest challenge is the investment...