How Much Risk Can You Take?

By Mark Fissel
Posted on December 28th, 2017

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 […]

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Investment Goals: Benefits of Saving Early

By Mark Fissel
Posted on December 28th, 2017

For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some […]

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Financial Resolutions to Consider for 2018

By Mark Fissel
Posted on December 4th, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do in the […]

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Financial Tips for Young Adults

By Mark Fissel
Posted on December 1st, 2017

    Source: Broadridge

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Is America’s Aging Population Slowing Down the Economy?

By Mark Fissel
Posted on November 30th, 2017

It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to […]

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Using money left in your FSA account by December 31

By Mark Fissel
Posted on November 30th, 2017

Health flexible spending accounts (FSAs) are a great way for individuals to pay qualified medical and dental expenses using pre-tax dollars. While IRS rules do […]

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RMDs for Baby Boomers

By Mark Fissel
Posted on November 30th, 2017

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? […]

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Tax Reform: Senate Bill vs. House Bill

By Mark Fissel
Posted on November 10th, 2017

Republican members of the Senate Finance Committee released highlights of their tax reform bill on Thursday, a week after the House released theirs. Below are […]

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2018 Annual Retirement Plan Limits

By Mark Fissel
Posted on October 31st, 2017

The IRS announced retirement plan limits for 2018.  See the chart below for limit increases. Retirement Limits 2017 2018 Covered compensation limit $270,000 $275,000 Defined […]

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Five Myths About Group Disability Insurance

By Mark Fissel
Posted on October 27th, 2017

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to […]

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