Retirement

Nov 20

Surprising New Changes To Social Security

by Geoff Wells

Recently, Congress included surprising Social Security rule changes in the 2016 budget legislation.  The bill has now become law and the updated rules will become permanent over a phase-in time [...]

Nov 03

A Look Into The Recent Social Security Changes

by Claire Ariglio

Last week, Congress passed their “Bipartisan Budget Act of 2015.” Among the typical budgetary items, there are a few alterations that will impact the Social Security benefit filing system. Anyone [...]

Oct 12

Changing Your Domicile from NYS

by Edward Barno

Would you stop being a fan of the Yankees, Mets, Giants, Jets, Bills or the Syracuse Orangemen and root for a team in Florida in order to save on your [...]

Oct 08

4 Steps to a Successful Retirement

by Anthony Farella

Many investors nearing retirement are beginning to focus on life after work.  Questions arise that can be difficult to answer, such as: How much savings is enough to retire? What [...]

May 07

Should You Manage Your Own Money?

by Geoff Wells

Over the weekend, the Wall Street Journal writer Lindsay Gellman covered this important topic.   She did an excellent job articulating the values of both hiring an advisor and managing [...]

Apr 15

Active or Passive?

by Patrick Rohe, CFP®

In a recent Wall Street Journal (WSJ) article, the debate over whether to use active or passive investments was addressed. The conclusion was just use both! Let’s take a look [...]

Apr 11

What is the Value of an Investment Advisor?

by Anthony Farella

Does hiring an investment advisor improve your portfolio returns?  This question is often on the minds of our clients or prospective clients.  The value of an advisor is often easier [...]

Feb 17

Are 401(k) Fees Preventing Your Retirement?

by Geoff Wells

The Atlantic published an article over the weekend on 401(k) fees that really resonated with me.   With employer retirement plans being one of the largest sources of savings, it [...]

Aug 15

Geoff Wells featured in Market Watch article!

by Patrick Rohe, CFP®

Market Watch recently released an article focusing on the confusion and stress felt by 401(k) savers.  Investors feel the 401(k) options offered are too confusing and they don’t know what [...]

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