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What You Need to Know About Changes to Social Security

  • November 16th, 2015

November 2015 How These Changes Could Affect Your Future Filing Strategy Establishing a well-crafted plan that addresses the role Social Security retirement benefits will play in your financial future has never been more important, especially in light of recent changes to how these benefits are administered. On Nov. 2, 2015, President Barack Obama signed into…

What are corporate bonds?

  • November 16th, 2015

Quick Take on Fixed Income November 2015 Question: What are corporate bonds? Answer: Corporate bonds are debt securities issued by corporations. The bonds have a maturity greater than one year, and interest income is taxable at local, state and federal levels. These bonds are the obligation of the issuing company, which can issue many bonds…

A Wake-Up Call Without the Trauma

  • November 16th, 2015

Imagine a hypothetical guy who lives a responsible financial life. He’s focused on meeting his obligations, even though he doesn’t have a big cushion when it comes to his take-home pay. Things are tight. He’s not quite living paycheck-to-paycheck, but it’s close. Then one day, an external shock completely outside his control occurs, and it…

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