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Monthly Archives: November 2018

8 Year-End Strategies for Retirement Savers by Kathleen Marteney, CRPC

Posted November 28, 2018

Thanksgiving is in the rearview mirror and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax-efficient manner. Following are some steps to consider taking before Dec. 31, 2018. Max out your contribution to a workplace 401(k) retirement plan. For […]

Investing is no Place for Emotions and Knee-Jerk Reactions by Scott Montgomery, CLU, ChFC

Posted November 7, 2018

The equity markets provide opportunities for investors to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]