Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Provided by Eikenberry Retirement Planning    Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms and appreciated assets. It may also include guidance, even…

5 Retirement Concerns Too Often Overlooked

Baby boomers entering their “second acts” should think about these matters. Provided by Eikenberry Retirement Planning – Sept. 4, 2018  Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious….

Stocks Close Mixed on GDP Disappointment

WEEKLY UPDATE – August 1, 2016 Stocks broke their four-week winning streak, closing mixed after the release of a surprisingly low estimate of second-quarter economic growth. For the week, the S&P 500 lost 0.07%, the Dow fell 0.75%, the NASDAQ grew 1.22%, and the MSCI EAFE added 2.36%.[1] The preliminary estimate of Q2 Gross Domestic…

S&P Tests New High on Jobs Surge

WEEKLY UPDATE – JULY 14, 2016 Markets surged last week after a surprising June jobs report buoyed investor sentiment. The S&P 500 came within a hair of a new record close on the news. For the week, the S&P 500 grew 1.28%, the Dow gained 1.10%, the NASDAQ added 1.94%, and the MSCI EAFE fell…

Question of the Month

“I am a father and I try to pass down much of the advice my father gave to me, which is what he received from his father.  Both of these fine gentlemen were very conservative and did not believe in taking much risk on investing their money.  One of their main pieces of advice was…

To Roll Over Or Not?

The employer sponsored retirement plan is one of the most popular types of retirement savings plans.  In fact, most people at some point in their lives have contributed to some type of employer savings plan like a 401k or 403b.  However, the popularity of this type of plan brings many questions and options.  One common…

Is This Market Bullish or Bearish?

We are well into 2016 now and the markets have certainly been on a roller coaster ride since the beginning of the year.  So, obviously market conditions have changed from the low volatile condition of the past seven years, and the change started in August of 2015 when volatility spiked.  Ever since that point, risk…

Are You Clueless?

You work and save over many years to build a nest egg for retirement, and basically for one simple reason.  Do you know what that is?  Well, the ultimate objective of retirement is to provide yourself a sufficient or desired income stream throughout your retirement years.  Unfortunately, most people, financial advisors included, are simply clueless…

Question of the Month

“Hi Nick & John, in some of your previous columns you have talked about how to pass on and inherit money properly.  My sister and I recently inherited an IRA from our mother, and we each established our own inherited IRA. We believe that we will not use all of the inherited IRA money during…

Are You Ready?

Retirement is an ultimate goal that everyone has, and getting to that point requires a lot of hard work, commitment to savings and strategic planning.  First and foremost, your retirement plan will have to contain some essential elements.  And once you get close to the point where you feel you can successfully retire, you have…