Keeping Connected With the Ever-Changing Internet

By Jon Magoch | June 21, 2017

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content regardless of the source and without blocking certain sites. In the waning days of the Obama administration, the Federal Communications Commission passed a rule preventing…

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How to Help Make Retirement Income Last

By Jon Magoch | June 8, 2017

Building up a retirement nest egg is one thing, but making it last throughout your lifetime is quite another. With a larger share of the financial responsibility for retirement shifting from employers to employees, it’s more important than ever to explore all income strategies to help determine what is most appropriate for your situation. One…

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How Long is ‘Till Death Do Us Part?’

By Jon Magoch | June 2, 2017

One result of today’s longer lifespans is that marriages last longer too — unless they’re cut short by divorce. People may have been more likely to stay married when retirement lasted just 10 or 20 years, but now that more retirees live into their 80s and 90s, divorce is a more common option. Between 1990…

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So You Think You Know

By Jon Magoch | May 19, 2017

The American College recently made this 2107 Retirement Income Literacy Quiz available.   Many think they know all they need to when it comes to managing finances in retirement, but the stats of the survey show that almost THREE QUARTERS of respondents didn’t post a passing grade.  You can read more about the quiz results here or take…

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Keeping Up With The Fiduciary Standard

By Jon Magoch | May 5, 2017

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

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Money Matters 04/24/2017 – Accumulation vs Distribution and Preservation

By Jon Magoch | April 27, 2017

What type of financial specialist is right for you in retirement?

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What is a “Safe” Retirement Withdrawal Rate?

By Jon Magoch | April 18, 2017

In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed as a systematic withdrawal that reasonably expects portfolio funds to last throughout the retiree’s lifetime. When determining your personal retirement withdrawal rate, it’s important to…

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Money Matters 04/10/2017 – Health Care Plans

By Jon Magoch | April 11, 2017

Health care coverage and preserving your retirement assets

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Money Matters 04/03/2017 – Annuities

By Jon Magoch | April 4, 2017

Some questions to ask about annuities

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Global Trade: Problems and Potential Solutions

By Jon Magoch | March 31, 2017

Global trade and investment have increased dramatically over the past 30 years.¹ On one hand, importing lower-cost goods from other countries has saved Americans money. On the other, it has cost American jobs. How many jobs? About 6 million from the manufacturing sector alone between 1999 and 2011, according to the Bureau of Labor Statistics.…

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