News

9
Oct

What Do Low Interest Rates Mean for Stock Returns?

What Do Low Interest Rates Mean for Stock Returns? Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge. The post What Do Low Interest Rates Mean for Stock Returns? appeared first on

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10
Sep

A Tax on Giving – Understanding the Rules of the Gift Tax

A Tax on Giving – Understanding the Rules of the Gift Tax Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for

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1
Sep

I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?

I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional? Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional. The post I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a

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1
Sep

I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?

I’ve taken the Retirement Income Style Awareness™ Profile. What’s next? We were able to categorize next steps after the RISA™ into five groups. The post I’ve taken the Retirement Income Style Awareness™ Profile. What’s next? appeared first on Retirement Researcher. Source: Retirement Researcher I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?

1
Sep

Retirement Income Style Awareness Profile (RISA™) and Its Accuracy

Retirement Income Style Awareness Profile (RISA™) and Its Accuracy We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?” The post Retirement Income Style Awareness Profile (RISA™) and Its Accuracy appeared first on Retirement Researcher. Source: Retirement Researcher Retirement Income Style Awareness Profile (RISA™) and Its Accuracy

1
Sep

Retirement Income Style Awareness Profile (RISA™) and Your First Reactions

Retirement Income Style Awareness Profile (RISA™) and Your First Reactions In the spirit of transparency, we are continuing to refine a scale to determine your retirement income style. I thought it would be a good idea to share with all of you some of the feedback we have received from the RISA™’s release in early 2020. The post Retirement Income

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6
Aug

Join Life Happens’ Twitter Chat for Life Insurance Awareness Month

Join Life Happens’ Twitter Chat for Life Insurance Awareness Month Join Life Happens for a Twitter Chat to kick off Life Insurance Awareness Month (LIAM) this September. We’ll discuss new data that shows Americans are rethinking their finances and taking part in tough financial conversations in response to COVID-19. The pandemic has been a reality check and made many of

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28
Jul

Brooke Shields Has an Important Message for Life Insurance Awareness Month

Brooke Shields Has an Important Message for Life Insurance Awareness Month Brooke Shields is an actress, model, fashion designer, wife and mom. And now she can add life insurance advocate to that impressive list. The multi-hyphenate is the 2020 national spokesperson for Life Insurance Awareness Month (LIAM), a national awareness campaign that nonprofit Life Happens created in 2004 and coordinates

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10
Jul

COVID-19 Is Prompting Families to Rethink Their Finances

COVID-19 Is Prompting Families to Rethink Their Finances COVID-19 has led families to cancel travel plans, get (semi!) comfortable with homeschooling kids and deal with all kinds of other inconveniences. As if that weren’t enough, it’s also making many families take a closer look at their finances and make sometimes difficult financial decisions. Life Happens recently conducted a survey that

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8
Jul

2020 – Q3 Quarterly Market Review

2020 – Q3 Quarterly Market Review 2020- Q2 Quarterly Market Review The post 2020 – Q3 Quarterly Market Review appeared first on Retirement Researcher. Source: Retirement Researcher 2020 – Q3 Quarterly Market Review