The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? There are a wide variety of factors that can go into your final decision, and you should always consult with a …
Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.
Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …
It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.
Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you’ve got yourself a challenge.
The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …
