Saturday, January 28, 2023

Tips to avoid one of the biggest retirement worries that all of us will face. Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of money. In fact,...

Monday, January 23, 2023

A recent survey revealed that four out of every 10 Americans don't believe they'll ever be able to afford to retire.1 But this pervasive belief may be too pessimistic. Even if your retirement account balances are behind schedule, there...

Thursday, January 19, 2023

Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into year-over-year decline

Wednesday, January 18, 2023

After a challenging economic year, some people may wonder if is this really the case. We are receiving reports to be cautious in 2023. However, there is also much historical evidence that despite difficulties there is a path forward.

Tuesday, January 17, 2023

Suppose you have read or watched a story about converting an IRA to a Roth IRA after age 60. In that case, you may have seen this strategy portrayed negatively or only highlighting the benefits. This article will cover myths about...

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Monday, January 9, 2023

Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a...

Thursday, January 5, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Wednesday, December 28, 2022

I am taking a minute to share with you several recent economic reports. As you well know, the US and the World are going through challenging economic times. I wanted to share these reports with you.

Tuesday, December 27, 2022

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. In our latest blog, you’ll find a useful countdown of the five biggest steps to

Wednesday, December 21, 2022

Is something bugging you? Is there a financial question that you just haven’t been able to get an answer to? Keeping you up at night?

Wednesday, December 21, 2022

I am sharing with you several tools that might be helpful as you go through your financial journey. These are financial calculators that I have gathered on my website, 

Tuesday, December 20, 2022

Just as every snowflake is unique, so is every person's retirement plan. Most retirement saving strategies work, but not for everyone. In this article, we show how you can forge your own path to a successful retirement through a couple of e

Wednesday, December 14, 2022

Are there guideposts on the way to a successful investment journey? Where are the best routes? Are there examples of those who have passed ahead of us? Do we take advantage of good climates?

Thursday, December 8, 2022

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progres

Wednesday, December 7, 2022

While you will likely see a reduction in the amount of taxes you owe after the age of 65, you still need to plan ahead if you want to minimize your tax bill from the IRS.

Wednesday, December 7, 2022

Using all the colors , patterns and styles available is fun in fashion, but sometimes it is crucial in investing. There is a time to be cautious and a time be more opportunistic. Sometimes we need a little bit of each

Sunday, November 27, 2022

Retirement is not what you retire from, but what you retire to.When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.Baby boomers, currently in their 50s and 60s,...

Friday, November 25, 2022

There's a lot we can look at and try to see into the future, but sometimes it's just not we stay the same and not move forward? Or do we need to go into uncharted territory? Will we move all at once or slowly? Want to look...

Saturday, November 19, 2022

As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will earnings from a part-time job affect your benefit? Social Security has always...

Friday, November 18, 2022

I know you know what I am talking about!!!!! You see it and live it too!!! Prices are shooting up everywhere. This is one of the most important reasons we take such care to manage your retirement portfolio. I will work with you side by side

Tuesday, November 15, 2022

As inflation soars, you can now save a lot more for your retirement.On October 21st, the Internal Revenue Service (IRS) announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up...

Friday, November 11, 2022

Moving forward with uncertainty is always a challenge. Having someone with you to assist you in evaluating your steps forward is crucial to your future financial success.

Thursday, November 10, 2022

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...

Friday, November 4, 2022

One of the hallmarks of working with Gary Pawliczek, Financial Advisor is his commitment to anticipating and adjusting to financial market changes. We all encounter unexpected obstacles in life. Get around them with someone in your corner

Friday, November 4, 2022

If you are part of the baby boomer generation (born between 1944 and 1964), you may already know how important it can be to save for your retirement. Little remains of the security our parents may have enjoyed through company pensions....

Monday, October 24, 2022

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan.

Monday, October 17, 2022

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form.

Monday, October 10, 2022

When it comes to retirement plans, there is no one-size-fits-all approach for how to invest. While there are some basic strategies everyone should follow, it’s important to keep in mind retirement plans will vary, depending on...

Thursday, October 6, 2022

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...

Tuesday, September 27, 2022

It's generally a good idea to review youremployer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...

Wednesday, September 7, 2022

The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one of the most popular retirement plans in the market.

Thursday, September 1, 2022

Retirement is an exciting time. You have worked hard all of your life and now get to take advantage of the fruits of that hard labor. While retirement is the perfect time to tackle to-do lists and all of the things you have always wanted, y

Wednesday, August 24, 2022

Investing for your retirement isn't about getting rich quickly. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...

Tuesday, August 23, 2022

By the end of 2021, the ‘Great Resignation’ had already led to more than 3 million American workers announcing their retirements. While this trend has recently shown some signs of slowing, such a massive wave of retirements...